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 | $747,491 | -10.9% | 2,745 | -7.5% | 0.12% | -9.8% |
| Q2 2023 | $839,259 | +11.5% | 2,966 | -1.7% | 0.13% | +4.8% |
| Q1 2023 | $752,810 | +15.4% | 3,018 | -1.4% | 0.13% | +7.7% |
| Q4 2022 | $652,330 | -5.9% | 3,061 | -5.6% | 0.12% | -13.3% |
| Q3 2022 | $693,000 | -13.8% | 3,241 | -10.2% | 0.14% | -16.1% |
| Q2 2022 | $804,000 | -12.7% | 3,609 | +12.6% | 0.16% | -4.2% |
| Q1 2022 | $921,000 | -16.7% | 3,204 | -7.0% | 0.17% | -14.3% |
| Q4 2021 | $1,105,000 | +20.0% | 3,444 | +8.5% | 0.20% | +10.7% |
| Q3 2021 | $921,000 | -0.2% | 3,174 | -1.4% | 0.18% | -1.7% |
| Q2 2021 | $923,000 | +11.6% | 3,218 | 0.0% | 0.18% | +10.4% |
| Q1 2021 | $827,000 | -4.2% | 3,218 | -5.5% | 0.16% | -7.4% |
| Q4 2020 | $863,000 | +9.0% | 3,407 | -2.1% | 0.18% | +0.6% |
| Q3 2020 | $792,000 | +12.2% | 3,480 | -0.4% | 0.18% | +4.8% |
| Q2 2020 | $706,000 | +17.3% | 3,495 | -9.0% | 0.17% | 0.0% |
| Q1 2020 | $602,000 | -11.2% | 3,842 | +3.3% | 0.17% | +54.6% |
| Q4 2019 | $678,000 | +13.9% | 3,720 | -2.2% | 0.11% | +68.8% |
| Q2 2019 | $595,000 | 0.0% | 3,805 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $595,000 | +10.8% | 3,805 | -4.8% | 0.06% | -61.7% |
| Q4 2018 | $537,000 | – | 3,998 | – | 0.17% | – |
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% |