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 | $9,541,470 | -2.9% | 35,039 | +0.9% | 8.80% | +3.2% |
| Q2 2023 | $9,826,352 | +11.9% | 34,727 | -1.4% | 8.52% | +16.4% |
| Q1 2023 | $8,783,531 | +17.0% | 35,213 | -0.0% | 7.32% | +18.9% |
| Q4 2022 | $7,505,947 | +2.3% | 35,221 | +2.7% | 6.16% | +18.5% |
| Q3 2022 | $7,338,000 | -3.3% | 34,299 | +0.7% | 5.20% | -35.4% |
| Q2 2022 | $7,592,000 | -23.3% | 34,066 | -1.1% | 8.04% | +49.1% |
| Q1 2022 | $9,902,000 | -9.1% | 34,433 | +1.5% | 5.39% | -6.1% |
| Q4 2021 | $10,888,000 | +17.6% | 33,932 | +6.3% | 5.74% | +11.0% |
| Q3 2021 | $9,261,000 | -0.6% | 31,919 | -1.7% | 5.18% | +1.0% |
| Q2 2021 | $9,315,000 | +13.9% | 32,481 | +2.0% | 5.12% | +7.2% |
| Q1 2021 | $8,181,000 | +4.0% | 31,829 | +2.5% | 4.78% | -2.5% |
| Q4 2020 | $7,863,000 | +8.7% | 31,041 | -2.3% | 4.90% | -4.9% |
| Q3 2020 | $7,231,000 | +4.6% | 31,770 | -7.1% | 5.16% | -8.7% |
| Q2 2020 | $6,913,000 | +31.2% | 34,210 | +1.7% | 5.64% | +2.0% |
| Q1 2020 | $5,269,000 | -12.6% | 33,632 | +1.6% | 5.54% | +9.9% |
| Q4 2019 | $6,032,000 | – | 33,112 | – | 5.04% | – |
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% |