VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,018,318 | +5.3% | 3,740 | +9.4% | 0.49% | +9.9% |
| Q2 2023 | $967,314 | +16.4% | 3,419 | +2.6% | 0.44% | +12.9% |
| Q1 2023 | $831,272 | -57.4% | 3,333 | -63.6% | 0.39% | -59.3% |
| Q4 2022 | $1,950,713 | +252.1% | 9,154 | +253.3% | 0.97% | +255.5% |
| Q3 2022 | $554,000 | -1.2% | 2,591 | +3.0% | 0.27% | +1.1% |
| Q2 2022 | $561,000 | -22.4% | 2,516 | 0.0% | 0.27% | -7.6% |
| Q1 2022 | $723,000 | +7.3% | 2,516 | +19.8% | 0.29% | +34.7% |
| Q4 2021 | $674,000 | +10.7% | 2,100 | +0.0% | 0.22% | +3.8% |
| Q3 2021 | $609,000 | +1.2% | 2,099 | +0.0% | 0.21% | +5.6% |
| Q2 2021 | $602,000 | +11.7% | 2,098 | +0.1% | 0.20% | -3.0% |
| Q1 2021 | $539,000 | +1.5% | 2,096 | +0.0% | 0.20% | -25.9% |
| Q4 2020 | $531,000 | +25.5% | 2,095 | +12.8% | 0.27% | +15.6% |
| Q3 2020 | $423,000 | +18.5% | 1,857 | +5.2% | 0.24% | +5.3% |
| Q2 2020 | $357,000 | +28.9% | 1,765 | 0.0% | 0.22% | +8.7% |
| Q1 2020 | $277,000 | – | 1,765 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 33,347 | $71,065,183 | 27.65% |
| Dougherty Wealth Advisers LLC | 77,298 | $16,472,977 | 27.06% |
| Jentner Corp | 166,041 | $35,385,009 | 26.16% |
| Fee-Only Financial Planning, L.C. | 126,443 | $26,946,161 | 22.58% |
| Mill Creek Capital Advisors, LLC | 2,544,179 | $542,190,154 | 22.52% |
| Axiom Advisory, LLC | 98,249 | $20,939,979 | 22.16% |
| Bromfield Sneider Wealth Advisors | 99,797 | $21,267,693 | 19.71% |
| Safeguard Financial, LLC | 116,113 | $24,745 | 17.72% |
| Retirement Investment Advisors, Inc. | 127,641 | $27,201,574 | 17.61% |
| TL Private Wealth | 138,969 | $30,019,995 | 17.50% |