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 | $10,017,086 | -1.7% | 36,786 | +2.1% | 2.79% | -0.3% |
| Q2 2023 | $10,192,959 | +13.5% | 36,023 | +0.0% | 2.80% | +5.9% |
| Q1 2023 | $8,982,685 | +12.9% | 36,011 | -3.6% | 2.64% | -8.1% |
| Q4 2022 | $7,957,911 | -2.6% | 37,342 | -2.2% | 2.88% | -12.0% |
| Q3 2022 | $8,167,000 | -6.2% | 38,171 | -2.3% | 3.27% | -3.3% |
| Q2 2022 | $8,711,000 | -28.0% | 39,081 | -7.1% | 3.38% | -24.0% |
| Q1 2022 | $12,105,000 | -0.7% | 42,088 | -2.0% | 4.45% | -2.9% |
| Q4 2021 | $12,186,000 | -4.3% | 42,954 | -2.1% | 4.58% | -8.8% |
| Q3 2021 | $12,728,000 | +0.1% | 43,865 | -1.1% | 5.02% | -14.2% |
| Q2 2021 | $12,717,000 | +7.5% | 44,338 | -3.6% | 5.85% | +1.8% |
| Q1 2021 | $11,828,000 | +4.2% | 46,015 | +3.0% | 5.75% | -8.2% |
| Q4 2020 | $11,346,000 | +9.5% | 44,667 | -1.9% | 6.26% | -5.2% |
| Q3 2020 | $10,362,000 | +11.6% | 45,526 | -0.9% | 6.60% | -9.1% |
| Q2 2020 | $9,285,000 | +31.7% | 45,944 | +2.1% | 7.27% | +0.8% |
| Q1 2020 | $7,050,000 | -21.3% | 44,991 | -3.7% | 7.21% | +13.1% |
| Q4 2019 | $8,963,000 | +1.6% | 46,706 | -11.9% | 6.38% | -7.0% |
| Q3 2019 | $8,818,000 | -8.3% | 53,030 | -9.9% | 6.86% | -11.3% |
| Q2 2019 | $9,613,000 | +8.0% | 58,833 | +3.4% | 7.73% | +7.2% |
| Q1 2019 | $8,904,000 | +18.3% | 56,925 | +1.6% | 7.21% | -17.7% |
| Q4 2018 | $7,528,000 | – | 56,040 | – | 8.76% | – |
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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% |