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 | $24,372,710 | -5.0% | 89,504 | -1.3% | 1.64% | -9.4% |
| Q2 2023 | $25,649,009 | +39.4% | 90,645 | +22.9% | 1.82% | +28.2% |
| Q1 2023 | $18,396,312 | +27.1% | 73,750 | +8.6% | 1.42% | +0.4% |
| Q4 2022 | $14,478,362 | +7.7% | 67,938 | +8.1% | 1.41% | +0.5% |
| Q3 2022 | $13,448,000 | -19.7% | 62,860 | -16.3% | 1.40% | -11.1% |
| Q2 2022 | $16,743,000 | +15.9% | 75,120 | +49.6% | 1.58% | +30.2% |
| Q1 2022 | $14,444,000 | -5.0% | 50,225 | +6.0% | 1.21% | -5.2% |
| Q4 2021 | $15,203,000 | +21.8% | 47,376 | +10.1% | 1.28% | -9.3% |
| Q3 2021 | $12,484,000 | +2.0% | 43,025 | +0.8% | 1.41% | -4.1% |
| Q2 2021 | $12,240,000 | +6.9% | 42,677 | -4.2% | 1.47% | -19.7% |
| Q1 2021 | $11,448,000 | +0.4% | 44,539 | -1.1% | 1.83% | -23.2% |
| Q4 2020 | $11,405,000 | +13.6% | 45,019 | +2.0% | 2.38% | -3.4% |
| Q3 2020 | $10,042,000 | +21.4% | 44,122 | +7.7% | 2.47% | +3.4% |
| Q2 2020 | $8,275,000 | +80.2% | 40,950 | +39.7% | 2.39% | +52.1% |
| Q1 2020 | $4,593,000 | -8.2% | 29,314 | +6.7% | 1.57% | -37.8% |
| Q4 2019 | $5,005,000 | +8.9% | 27,478 | -0.5% | 2.52% | +8.5% |
| Q3 2019 | $4,594,000 | +13.5% | 27,627 | +11.8% | 2.33% | -40.9% |
| Q2 2019 | $4,046,000 | +4.4% | 24,702 | +0.0% | 3.94% | +18.9% |
| Q1 2019 | $3,874,000 | +15.6% | 24,699 | -1.0% | 3.31% | -1.2% |
| Q4 2018 | $3,350,000 | – | 24,941 | – | 3.35% | – |
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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% |