VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,600,807 | 0.0% | 5,657 | 0.0% | 0.37% | +5.1% |
| Q2 2023 | $1,600,807 | +490.8% | 5,657 | +420.9% | 0.35% | +430.3% |
| Q1 2023 | $270,945 | -90.8% | 1,086 | -92.1% | 0.07% | -90.8% |
| Q4 2022 | $2,936,024 | -20.1% | 13,777 | -19.8% | 0.72% | -25.6% |
| Q3 2022 | $3,674,000 | +3.3% | 17,171 | +8.7% | 0.96% | +10.4% |
| Q2 2022 | $3,557,000 | -6.4% | 15,803 | +19.6% | 0.87% | +15.2% |
| Q1 2022 | $3,801,000 | -20.2% | 13,215 | -11.0% | 0.76% | -27.8% |
| Q4 2021 | $4,766,000 | +13.1% | 14,851 | +2.3% | 1.05% | +5.6% |
| Q3 2021 | $4,213,000 | +2.2% | 14,518 | +1.0% | 0.99% | +1.5% |
| Q2 2021 | $4,124,000 | +19.8% | 14,377 | +7.3% | 0.98% | +7.9% |
| Q1 2021 | $3,443,000 | +18021.1% | 13,395 | +12302.8% | 0.91% | +18020.0% |
| Q4 2019 | $19,000 | +5.6% | 108 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $18,000 | -35.7% | 108 | -37.2% | 0.01% | -37.5% |
| Q2 2019 | $28,000 | +3.7% | 172 | 0.0% | 0.01% | -33.3% |
| Q1 2019 | $27,000 | – | 172 | – | 0.01% | – |
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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% |