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 | $1,981,117 | -2.2% | 7,161 | 0.0% | 0.35% | -0.9% |
| Q2 2023 | $2,026,210 | +38.3% | 7,161 | +21.9% | 0.35% | +26.3% |
| Q1 2023 | $1,465,105 | +158.4% | 5,874 | +120.8% | 0.28% | +122.4% |
| Q4 2022 | $566,947 | -2.4% | 2,660 | -2.0% | 0.12% | -2.3% |
| Q3 2022 | $581,000 | +1.0% | 2,714 | +5.2% | 0.13% | +6.7% |
| Q2 2022 | $575,000 | -24.2% | 2,581 | -2.1% | 0.12% | +0.8% |
| Q1 2022 | $759,000 | -11.3% | 2,637 | -1.1% | 0.12% | -7.8% |
| Q4 2021 | $856,000 | -90.9% | 2,667 | -91.8% | 0.13% | -91.5% |
| Q3 2021 | $9,425,000 | +589.0% | 32,481 | +581.1% | 1.51% | +614.2% |
| Q2 2021 | $1,368,000 | +13.3% | 4,769 | +0.0% | 0.21% | -9.0% |
| Q4 2020 | $1,207,000 | -91.8% | 4,767 | -92.6% | 0.23% | -65.0% |
| Q3 2020 | $14,692,000 | +1419.3% | 64,550 | +1247.9% | 0.67% | +166.4% |
| Q2 2020 | $967,000 | +367.1% | 4,789 | +304.1% | 0.25% | +216.5% |
| Q1 2020 | $207,000 | -3.3% | 1,185 | +4.2% | 0.08% | -6.0% |
| Q4 2019 | $214,000 | +4.9% | 1,137 | -3.6% | 0.08% | -15.2% |
| Q3 2019 | $204,000 | -6.0% | 1,179 | -11.2% | 0.10% | +6.5% |
| Q2 2019 | $217,000 | – | 1,327 | – | 0.09% | – |
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% |