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 | $3,137,090 | +1089.8% | 11,727 | +1169.2% | 0.15% | +1084.6% |
| Q2 2023 | $263,663 | -35.1% | 924 | -43.2% | 0.01% | -48.0% |
| Q1 2023 | $406,088 | +23.7% | 1,628 | +18.1% | 0.02% | +19.0% |
| Q4 2022 | $328,381 | +39.1% | 1,379 | +24.6% | 0.02% | +16.7% |
| Q3 2022 | $236,000 | +0.9% | 1,107 | +35.8% | 0.02% | -10.0% |
| Q1 2022 | $234,000 | -7.9% | 815 | +3.2% | 0.02% | -16.7% |
| Q4 2021 | $254,000 | +4.5% | 790 | -5.7% | 0.02% | -14.3% |
| Q3 2021 | $243,000 | +18.0% | 838 | +16.7% | 0.03% | 0.0% |
| Q2 2021 | $206,000 | – | 718 | – | 0.03% | – |
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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% |