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 | $24,161,564 | +7.8% | 88,728 | +12.0% | 0.09% | +232.1% |
| Q2 2023 | $22,412,723 | +22.0% | 79,208 | +7.6% | 0.03% | -92.4% |
| Q1 2023 | $18,368,000 | -6.2% | 73,636 | -21.8% | 0.37% | +48.0% |
| Q4 2022 | $19,572,640 | +26.1% | 94,150 | +29.8% | 0.25% | +26.5% |
| Q3 2022 | $15,521,000 | -1.2% | 72,543 | -3.8% | 0.20% | +1.6% |
| Q2 2022 | $15,703,000 | -16.4% | 75,390 | +15.4% | 0.19% | -1.0% |
| Q1 2022 | $18,790,000 | -0.0% | 65,334 | +11.6% | 0.20% | +7.7% |
| Q4 2021 | $18,792,000 | +83.8% | 58,561 | +66.2% | 0.18% | +31.2% |
| Q3 2021 | $10,226,000 | +2.8% | 35,241 | +1.6% | 0.14% | -2.1% |
| Q2 2021 | $9,946,000 | +0.4% | 34,678 | -10.0% | 0.14% | -10.2% |
| Q1 2021 | $9,906,000 | -5.8% | 38,540 | -7.2% | 0.16% | -8.2% |
| Q4 2020 | $10,521,000 | +22.4% | 41,530 | +9.9% | 0.17% | +6.2% |
| Q3 2020 | $8,597,000 | +3.7% | 37,775 | -7.9% | 0.16% | -11.5% |
| Q2 2020 | $8,293,000 | +690.6% | 41,037 | +513.1% | 0.18% | +468.8% |
| Q1 2020 | $1,049,000 | +270.7% | 6,693 | +292.8% | 0.03% | +255.6% |
| Q3 2019 | $283,000 | – | 1,704 | – | 0.01% | – |
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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% |