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 | $1,190 | -99.9% | 4,369 | -3.3% | 0.30% | -6.3% |
| Q2 2023 | $1,278,497 | -6.5% | 4,518 | -18.3% | 0.32% | +12.1% |
| Q1 2023 | $1,367,170 | -18.6% | 5,529 | -29.6% | 0.28% | -37.1% |
| Q3 2022 | $1,680,000 | -8.1% | 7,857 | +8.6% | 0.45% | -39.5% |
| Q2 2022 | $1,828,000 | -11.3% | 7,235 | -3.8% | 0.74% | -0.4% |
| Q1 2022 | $2,062,000 | -80.4% | 7,523 | -3.8% | 0.74% | +62.8% |
| Q4 2021 | $10,524,000 | +347.4% | 7,819 | +0.1% | 0.46% | -45.5% |
| Q3 2021 | $2,352,000 | +110.0% | 7,815 | +79.4% | 0.84% | +92.9% |
| Q2 2021 | $1,120,000 | +22.0% | 4,357 | +21.9% | 0.44% | -2.9% |
| Q1 2021 | $918,000 | 0.0% | 3,575 | 0.0% | 0.45% | -0.2% |
| Q4 2020 | $918,000 | +11.8% | 3,575 | -0.9% | 0.45% | -7.2% |
| Q3 2020 | $821,000 | +17.0% | 3,609 | +4.0% | 0.48% | -2.0% |
| Q2 2020 | $702,000 | +19.6% | 3,471 | -7.3% | 0.49% | -3.7% |
| Q1 2020 | $587,000 | -20.5% | 3,746 | -7.6% | 0.51% | -11.9% |
| Q4 2019 | $738,000 | -3.0% | 4,052 | -11.4% | 0.58% | -19.2% |
| Q3 2019 | $761,000 | +4.4% | 4,574 | +2.5% | 0.72% | +12.7% |
| Q2 2019 | $729,000 | +5.5% | 4,461 | +1.0% | 0.64% | +22.9% |
| Q1 2019 | $691,000 | +17.3% | 4,419 | +0.7% | 0.52% | +18.5% |
| Q4 2018 | $589,000 | – | 4,390 | – | 0.44% | – |
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% |