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 | $985 | -4.7% | 3,617 | -1.0% | 0.21% | -8.0% |
| Q2 2023 | $1,034 | +11.9% | 3,653 | -1.5% | 0.22% | -2.6% |
| Q1 2023 | $924 | +19.2% | 3,707 | +1.9% | 0.23% | +12.7% |
| Q4 2022 | $775 | -99.9% | 3,637 | -30.4% | 0.20% | -34.6% |
| Q3 2022 | $1,118,000 | -6.0% | 5,222 | -2.1% | 0.31% | +1.6% |
| Q2 2022 | $1,189,000 | -23.1% | 5,336 | -0.8% | 0.31% | -43.5% |
| Q1 2022 | $1,547,000 | -2.0% | 5,378 | +9.3% | 0.54% | +48.4% |
| Q4 2021 | $1,579,000 | +23.6% | 4,920 | +11.8% | 0.37% | +10.9% |
| Q3 2021 | $1,277,000 | +140.5% | 4,401 | +137.5% | 0.33% | +135.7% |
| Q2 2021 | $531,000 | +62.4% | 1,853 | +46.0% | 0.14% | +60.9% |
| Q1 2021 | $327,000 | +26.7% | 1,269 | +24.7% | 0.09% | +11.5% |
| Q4 2020 | $258,000 | +19.4% | 1,018 | +7.4% | 0.08% | -12.4% |
| Q3 2020 | $216,000 | – | 948 | – | 0.09% | – |
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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% |