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 | $9,645,765 | -3.9% | 35,422 | -0.1% | 4.20% | -2.1% |
| Q2 2023 | $10,032,913 | +14.0% | 35,457 | +0.5% | 4.29% | +5.3% |
| Q1 2023 | $8,802,488 | +17.0% | 35,289 | -0.1% | 4.07% | +3.9% |
| Q4 2022 | $7,526,619 | -0.7% | 35,318 | -0.3% | 3.92% | -11.3% |
| Q3 2022 | $7,577,000 | -3.6% | 35,415 | +0.4% | 4.42% | -2.5% |
| Q2 2022 | $7,864,000 | -22.5% | 35,283 | +0.0% | 4.53% | -27.2% |
| Q1 2022 | $10,144,000 | +11.9% | 35,272 | -2.5% | 6.22% | -12.6% |
| Q4 2021 | $9,069,000 | -12.7% | 36,163 | +1.1% | 7.12% | +15.3% |
| Q3 2021 | $10,384,000 | +1.1% | 35,786 | -0.1% | 6.17% | -8.7% |
| Q2 2021 | $10,275,000 | +11.5% | 35,824 | -0.1% | 6.76% | +1.8% |
| Q1 2021 | $9,215,000 | +0.6% | 35,850 | -0.9% | 6.64% | -7.6% |
| Q4 2020 | $9,162,000 | +11.9% | 36,163 | +0.5% | 7.19% | -4.1% |
| Q3 2020 | $8,191,000 | +5.4% | 35,989 | -3.6% | 7.50% | +0.0% |
| Q2 2020 | $7,774,000 | +21.5% | 37,344 | 0.0% | 7.50% | +9.5% |
| Q1 2020 | $6,397,000 | -10.3% | 37,344 | -1.2% | 6.85% | -1.9% |
| Q4 2019 | $7,130,000 | +12.3% | 37,785 | -0.4% | 6.98% | +3.5% |
| Q3 2019 | $6,347,000 | -2.3% | 37,929 | -1.6% | 6.74% | -1.2% |
| Q2 2019 | $6,499,000 | +2.4% | 38,545 | -0.5% | 6.83% | +0.3% |
| Q1 2019 | $6,344,000 | +13.8% | 38,737 | -1.1% | 6.81% | +1.2% |
| Q4 2018 | $5,577,000 | – | 39,166 | – | 6.73% | – |
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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% |