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 | $28,979,214 | -4.2% | 106,420 | -0.5% | 15.73% | +0.8% |
| Q2 2023 | $30,256,241 | +21.2% | 106,928 | +6.8% | 15.61% | +16.7% |
| Q1 2023 | $24,971,510 | +99214.0% | 100,110 | -15.2% | 13.38% | -0.2% |
| Q4 2022 | $25,144 | -99.9% | 117,985 | +11.0% | 13.40% | +3.0% |
| Q3 2022 | $22,745,000 | +1.1% | 106,312 | +5.3% | 13.02% | +8.8% |
| Q2 2022 | $22,498,000 | -8.7% | 100,937 | +17.7% | 11.97% | +5.8% |
| Q1 2022 | $24,654,000 | +1.1% | 85,724 | +12.8% | 11.31% | -1.9% |
| Q4 2021 | $24,383,000 | +10.8% | 75,983 | +0.2% | 11.54% | +3.8% |
| Q3 2021 | $22,005,000 | +2.0% | 75,836 | +0.8% | 11.11% | +0.9% |
| Q2 2021 | $21,584,000 | +12.4% | 75,254 | +0.7% | 11.01% | +4.0% |
| Q1 2021 | $19,206,000 | +5.3% | 74,720 | +3.7% | 10.59% | -2.1% |
| Q4 2020 | $18,247,000 | +6.3% | 72,027 | -4.5% | 10.82% | -9.8% |
| Q3 2020 | $17,158,000 | -13.1% | 75,386 | -22.9% | 11.99% | -20.5% |
| Q2 2020 | $19,755,000 | +16.0% | 97,755 | +4.5% | 15.07% | -11.4% |
| Q4 2019 | $17,037,000 | +3.6% | 93,525 | -5.5% | 17.02% | +7.5% |
| Q3 2019 | $16,450,000 | +2.1% | 98,932 | +0.3% | 15.83% | -1.5% |
| Q2 2019 | $16,116,000 | – | 98,638 | – | 16.06% | – |
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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% |