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 2022 | $735,000 | -4.0% | 3,435 | 0.0% | 0.13% | +12.7% |
| Q2 2022 | $766,000 | -11.4% | 3,435 | +14.2% | 0.12% | +8.3% |
| Q1 2022 | $865,000 | -16.0% | 3,009 | -6.2% | 0.11% | -13.5% |
| Q4 2021 | $1,030,000 | -29.1% | 3,209 | -35.9% | 0.13% | -17.6% |
| Q3 2021 | $1,452,000 | +1.5% | 5,005 | +0.4% | 0.15% | -5.0% |
| Q2 2021 | $1,430,000 | +12.4% | 4,987 | +0.7% | 0.16% | -6.4% |
| Q1 2021 | $1,272,000 | +1.4% | 4,950 | 0.0% | 0.17% | -10.9% |
| Q4 2020 | $1,254,000 | +9.9% | 4,950 | -1.3% | 0.19% | -12.3% |
| Q3 2020 | $1,141,000 | +12.6% | 5,014 | 0.0% | 0.22% | +6.3% |
| Q2 2020 | $1,013,000 | +28.9% | 5,014 | 0.0% | 0.21% | +10.1% |
| Q1 2020 | $786,000 | -13.9% | 5,014 | 0.0% | 0.19% | +8.7% |
| Q4 2019 | $913,000 | +10.7% | 5,014 | 0.0% | 0.17% | -7.0% |
| Q3 2019 | $825,000 | +0.7% | 5,014 | 0.0% | 0.19% | +0.5% |
| Q2 2019 | $819,000 | +4.2% | 5,014 | 0.0% | 0.18% | +4.5% |
| Q1 2019 | $786,000 | -17.8% | 5,014 | -29.6% | 0.18% | -32.7% |
| Q4 2018 | $956,000 | – | 7,118 | – | 0.26% | – |
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% |