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 | $4,565,005 | -3.8% | 16,764 | -0.0% | 1.08% | -1.9% |
| Q2 2023 | $4,743,710 | +13.4% | 16,765 | -0.0% | 1.10% | +8.2% |
| Q1 2023 | $4,182,804 | -34.1% | 16,769 | -43.7% | 1.02% | -33.6% |
| Q4 2022 | $6,348,595 | -7.1% | 29,790 | -3.2% | 1.53% | -9.9% |
| Q3 2022 | $6,836,000 | -2.2% | 30,785 | -0.1% | 1.70% | -0.2% |
| Q2 2022 | $6,987,000 | -53.9% | 30,822 | -41.5% | 1.70% | -38.4% |
| Q1 2022 | $15,142,000 | -17.4% | 52,651 | -7.8% | 2.76% | -16.0% |
| Q4 2021 | $18,331,000 | +11.9% | 57,123 | +1.2% | 3.29% | +2.3% |
| Q3 2021 | $16,380,000 | +1.4% | 56,450 | +0.3% | 3.22% | +0.2% |
| Q2 2021 | $16,146,000 | +11.1% | 56,296 | -0.4% | 3.21% | +5.9% |
| Q1 2021 | $14,535,000 | +7.3% | 56,549 | +5.8% | 3.03% | -2.1% |
| Q4 2020 | $13,541,000 | +10.3% | 53,451 | -0.9% | 3.10% | +6.9% |
| Q3 2020 | $12,272,000 | +7.4% | 53,917 | -4.7% | 2.90% | +1.3% |
| Q2 2020 | $11,429,000 | +20.6% | 56,556 | -6.5% | 2.86% | +2.6% |
| Q1 2020 | $9,476,000 | -15.4% | 60,478 | -1.7% | 2.78% | -19.0% |
| Q4 2019 | $11,204,000 | -21.2% | 61,505 | -28.1% | 3.44% | -13.9% |
| Q3 2019 | $14,220,000 | -4.3% | 85,521 | -5.9% | 4.00% | -7.7% |
| Q2 2019 | $14,855,000 | -8.6% | 90,918 | -12.5% | 4.33% | -16.0% |
| Q1 2019 | $16,244,000 | -2.8% | 103,852 | -16.5% | 5.16% | -18.7% |
| Q4 2018 | $16,713,000 | – | 124,420 | – | 6.34% | – |
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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% |