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 | $1,590,290 | -1.8% | 5,840 | +2.0% | 0.69% | -1.1% |
| Q2 2023 | $1,619,663 | +11.9% | 5,724 | -1.3% | 0.70% | +6.6% |
| Q1 2023 | $1,447,251 | +28.3% | 5,802 | +9.6% | 0.65% | +21.4% |
| Q4 2022 | $1,128,417 | +0.4% | 5,295 | +0.8% | 0.54% | -9.7% |
| Q3 2022 | $1,124,000 | -3.8% | 5,252 | +0.2% | 0.60% | -0.2% |
| Q2 2022 | $1,168,000 | -26.1% | 5,241 | -4.6% | 0.60% | -16.7% |
| Q1 2022 | $1,580,000 | -10.2% | 5,493 | +0.1% | 0.72% | -7.7% |
| Q4 2021 | $1,760,000 | +1.7% | 5,485 | -0.4% | 0.78% | -0.9% |
| Q3 2021 | $1,730,000 | +6.8% | 5,508 | -2.5% | 0.78% | -4.9% |
| Q2 2021 | $1,620,000 | +12.3% | 5,647 | +0.6% | 0.82% | +5.0% |
| Q1 2021 | $1,442,000 | +0.3% | 5,611 | -1.2% | 0.78% | -8.8% |
| Q4 2020 | $1,438,000 | +11.4% | 5,678 | +0.1% | 0.86% | -4.1% |
| Q3 2020 | $1,291,000 | +10.2% | 5,673 | -2.1% | 0.90% | +1.6% |
| Q2 2020 | $1,171,000 | +37.3% | 5,792 | +6.4% | 0.88% | +14.7% |
| Q1 2020 | $853,000 | -23.9% | 5,444 | -11.5% | 0.77% | -9.3% |
| Q4 2019 | $1,121,000 | – | 6,152 | – | 0.85% | – |
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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% |