VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $35,129 | +14.2% | 113 | 0.0% | 0.01% | 0.0% |
Q3 2023 | $30,771 | -88.1% | 113 | -87.6% | 0.01% | -88.0% |
Q2 2023 | $258,060 | +361.9% | 912 | +303.5% | 0.08% | +336.8% |
Q1 2023 | $55,874 | +108.1% | 226 | +79.4% | 0.02% | +90.0% |
Q4 2022 | $26,852 | -0.5% | 126 | 0.0% | 0.01% | -9.1% |
Q3 2022 | $27,000 | -3.6% | 126 | 0.0% | 0.01% | +10.0% |
Q2 2022 | $28,000 | -22.2% | 126 | 0.0% | 0.01% | -9.1% |
Q1 2022 | $36,000 | -23.4% | 126 | -13.1% | 0.01% | -26.7% |
Q4 2021 | $47,000 | +1075.0% | 145 | +1015.4% | 0.02% | +1400.0% |
Q3 2021 | $4,000 | -97.8% | 13 | -99.1% | 0.00% | -99.0% |
Q3 2017 | $184,000 | +4.5% | 1,392 | 0.0% | 0.10% | +3.1% |
Q2 2017 | $176,000 | +4.1% | 1,392 | 0.0% | 0.10% | +4.3% |
Q1 2017 | $169,000 | +5.0% | 1,392 | -4.0% | 0.09% | +1.1% |
Q4 2016 | $161,000 | -0.6% | 1,450 | 0.0% | 0.09% | 0.0% |
Q3 2016 | $162,000 | +4.5% | 1,450 | 0.0% | 0.09% | 0.0% |
Q2 2016 | $155,000 | +0.6% | 1,450 | 0.0% | 0.09% | -1.1% |
Q1 2016 | $154,000 | 0.0% | 1,450 | 0.0% | 0.09% | -3.1% |
Q4 2015 | $154,000 | – | 1,450 | – | 0.10% | – |
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% |