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 | $622,229 | +10.5% | 2,002 | -3.2% | 0.16% | 0.0% |
| Q3 2023 | $563,003 | -4.8% | 2,068 | -1.1% | 0.16% | +0.6% |
| Q2 2023 | $591,530 | +3.4% | 2,091 | -8.8% | 0.16% | +0.6% |
| Q1 2023 | $571,843 | -12.5% | 2,293 | -25.3% | 0.16% | -14.7% |
| Q4 2022 | $653,717 | -2.7% | 3,068 | -2.4% | 0.19% | -7.8% |
| Q3 2022 | $672,000 | +3.9% | 3,142 | +8.2% | 0.21% | +9.0% |
| Q2 2022 | $647,000 | -23.1% | 2,905 | -0.7% | 0.19% | -15.2% |
| Q1 2022 | $841,000 | -12.3% | 2,925 | -2.2% | 0.22% | -7.1% |
| Q4 2021 | $959,000 | +10.2% | 2,990 | -0.2% | 0.24% | +3.9% |
| Q3 2021 | $870,000 | +1.2% | 2,997 | 0.0% | 0.23% | +0.4% |
| Q2 2021 | $860,000 | +14.2% | 2,997 | +2.3% | 0.23% | +6.5% |
| Q1 2021 | $753,000 | +1.5% | 2,929 | 0.0% | 0.22% | -6.5% |
| Q4 2020 | $742,000 | -0.8% | 2,929 | -10.8% | 0.23% | -15.7% |
| Q3 2020 | $748,000 | +12.7% | 3,285 | 0.0% | 0.27% | +5.8% |
| Q2 2020 | $664,000 | -0.9% | 3,285 | -23.1% | 0.26% | -26.0% |
| Q1 2020 | $670,000 | -16.8% | 4,274 | -3.3% | 0.35% | -13.4% |
| Q4 2019 | $805,000 | +6.8% | 4,419 | 0.0% | 0.40% | +1.3% |
| Q3 2019 | $754,000 | -14.8% | 4,419 | -16.1% | 0.40% | -18.9% |
| Q2 2019 | $885,000 | -17.2% | 5,264 | -20.6% | 0.49% | -20.4% |
| Q1 2019 | $1,069,000 | +10.7% | 6,629 | -7.9% | 0.62% | -7.5% |
| Q4 2018 | $966,000 | – | 7,194 | – | 0.67% | – |
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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% |