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 | $40,367,358 | -2.9% | 148,241 | +0.9% | 16.30% | +6.8% |
| Q2 2023 | $41,591,572 | +17.8% | 146,988 | +3.8% | 15.26% | +10.7% |
| Q1 2023 | $35,307,121 | +19.2% | 141,546 | +1.8% | 13.79% | +14.7% |
| Q4 2022 | $29,626,138 | -1.7% | 139,018 | -1.3% | 12.02% | -7.6% |
| Q3 2022 | $30,143,000 | -1.8% | 140,888 | +2.3% | 13.01% | +3.7% |
| Q2 2022 | $30,686,000 | -21.9% | 137,675 | +0.7% | 12.55% | -9.3% |
| Q1 2022 | $39,302,000 | -7.8% | 136,656 | +2.9% | 13.84% | -5.9% |
| Q4 2021 | $42,617,000 | +14.7% | 132,803 | +3.8% | 14.71% | +5.7% |
| Q3 2021 | $37,140,000 | +5.3% | 127,996 | +4.1% | 13.92% | +1.0% |
| Q2 2021 | $35,260,000 | +15.3% | 122,938 | +3.3% | 13.78% | +4.8% |
| Q1 2021 | $30,586,000 | +7.3% | 118,994 | +5.7% | 13.15% | -4.4% |
| Q4 2020 | $28,516,000 | +16.1% | 112,559 | +4.3% | 13.76% | -0.6% |
| Q3 2020 | $24,559,000 | +15.1% | 107,900 | +2.2% | 13.84% | +5.6% |
| Q2 2020 | $21,341,000 | +38.5% | 105,601 | +7.4% | 13.10% | +10.9% |
| Q1 2020 | $15,412,000 | -17.2% | 98,363 | -3.7% | 11.81% | +1.9% |
| Q4 2019 | $18,608,000 | +20.1% | 102,147 | +9.6% | 11.58% | +4.5% |
| Q3 2019 | $15,494,000 | +5.8% | 93,180 | +4.0% | 11.08% | +7.0% |
| Q2 2019 | $14,639,000 | +10.0% | 89,598 | +5.3% | 10.36% | -31.1% |
| Q1 2019 | $13,305,000 | +30.9% | 85,063 | +12.4% | 15.03% | +68.8% |
| Q4 2018 | $10,165,000 | – | 75,673 | – | 8.90% | – |
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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% |