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 | $365,496 | -41.9% | 1,352 | -39.2% | 0.14% | -46.9% |
| Q2 2023 | $629,215 | -56.2% | 2,224 | -61.4% | 0.25% | -62.4% |
| Q1 2023 | $1,437,182 | -56.9% | 5,762 | -63.2% | 0.68% | -59.9% |
| Q4 2022 | $3,336,787 | +535.6% | 15,658 | +460.4% | 1.68% | +530.0% |
| Q3 2022 | $525,000 | -85.2% | 2,794 | -82.4% | 0.27% | -84.8% |
| Q2 2022 | $3,538,000 | -20.2% | 15,874 | +2.4% | 1.75% | -17.7% |
| Q1 2022 | $4,434,000 | -7.6% | 15,505 | +3.7% | 2.13% | +2.5% |
| Q4 2021 | $4,798,000 | +10.6% | 14,952 | -0.0% | 2.08% | +0.5% |
| Q3 2021 | $4,339,000 | -1.8% | 14,954 | -2.8% | 2.07% | -4.4% |
| Q2 2021 | $4,417,000 | +17.3% | 15,392 | +5.1% | 2.16% | +9.0% |
| Q1 2021 | $3,764,000 | -6.6% | 14,645 | -8.0% | 1.98% | -12.6% |
| Q4 2020 | $4,032,000 | +13.9% | 15,916 | +2.3% | 2.27% | +1.7% |
| Q3 2020 | $3,541,000 | +7.6% | 15,557 | -0.6% | 2.23% | -6.1% |
| Q2 2020 | $3,291,000 | +260.1% | 15,651 | +168.1% | 2.38% | +122.1% |
| Q1 2020 | $914,000 | -22.3% | 5,838 | +163.9% | 1.07% | +27.5% |
| Q4 2019 | $1,176,000 | +6.8% | 2,212 | -66.6% | 0.84% | -0.8% |
| Q3 2019 | $1,101,000 | -85.0% | 6,624 | -87.4% | 0.85% | -85.5% |
| Q2 2019 | $7,329,000 | – | 52,701 | – | 5.84% | – |
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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% |