VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,308,496 | -2.6% | 8,477 | +1.2% | 0.18% | -18.0% |
Q2 2023 | $2,369,624 | +8.4% | 8,374 | -4.4% | 0.22% | +56.1% |
Q1 2023 | $2,185,934 | +31.2% | 8,763 | +12.1% | 0.14% | -16.8% |
Q4 2022 | $1,665,520 | -10.4% | 7,815 | -10.0% | 0.17% | +131.9% |
Q3 2022 | $1,858,000 | -6.9% | 8,685 | -3.0% | 0.07% | -73.8% |
Q2 2022 | $1,996,000 | -45.5% | 8,953 | -29.7% | 0.28% | -30.0% |
Q1 2022 | $3,661,000 | -28.7% | 12,729 | -20.5% | 0.39% | -26.3% |
Q4 2021 | $5,135,000 | +2.8% | 16,003 | +0.6% | 0.53% | -15.9% |
Q3 2021 | $4,997,000 | +7.0% | 15,908 | -2.3% | 0.63% | -2.9% |
Q2 2021 | $4,672,000 | +81.7% | 16,289 | +62.8% | 0.65% | +48.1% |
Q1 2021 | $2,571,000 | -13.8% | 10,006 | -15.0% | 0.44% | -28.2% |
Q4 2020 | $2,981,000 | +2.0% | 11,765 | -8.4% | 0.61% | -11.7% |
Q3 2020 | $2,923,000 | +3.5% | 12,840 | -8.1% | 0.70% | -5.3% |
Q2 2020 | $2,823,000 | +13.1% | 13,969 | -12.3% | 0.73% | -13.4% |
Q1 2020 | $2,497,000 | -18.2% | 15,936 | -4.9% | 0.85% | +6.3% |
Q4 2019 | $3,054,000 | +7.5% | 16,765 | -1.9% | 0.80% | -2.3% |
Q3 2019 | $2,842,000 | +8.9% | 17,090 | +7.0% | 0.82% | -3.0% |
Q2 2019 | $2,610,000 | +36.8% | 15,978 | +31.0% | 0.84% | +35.4% |
Q1 2019 | $1,908,000 | +14.5% | 12,198 | -1.8% | 0.62% | -13.0% |
Q4 2018 | $1,667,000 | -12.9% | 12,416 | +4.5% | 0.72% | -20.1% |
Q3 2018 | $1,913,000 | +65.6% | 11,880 | +45.9% | 0.90% | +68.2% |
Q1 2018 | $1,155,000 | +142.6% | 8,141 | +140.5% | 0.53% | +141.8% |
Q4 2017 | $476,000 | – | 3,385 | – | 0.22% | – |
Download |
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% |