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 | $7,314,540 | +3.3% | 26,861 | +7.3% | 4.38% | +6.8% |
| Q2 2023 | $7,082,604 | +13.2% | 25,030 | -0.2% | 4.10% | +8.0% |
| Q1 2023 | $6,256,004 | +8.4% | 25,080 | -7.4% | 3.80% | +8.1% |
| Q4 2022 | $5,773,132 | -2.6% | 27,090 | -2.2% | 3.51% | -15.0% |
| Q3 2022 | $5,928,000 | -4.0% | 27,707 | +0.1% | 4.13% | +0.6% |
| Q2 2022 | $6,172,000 | -22.9% | 27,689 | -0.5% | 4.11% | -13.6% |
| Q1 2022 | $8,006,000 | -18.9% | 27,838 | -9.5% | 4.76% | -13.0% |
| Q4 2021 | $9,869,000 | +12.0% | 30,754 | +1.2% | 5.46% | +2.3% |
| Q3 2021 | $8,815,000 | +1.9% | 30,379 | +0.7% | 5.34% | +2.6% |
| Q2 2021 | $8,653,000 | +12.5% | 30,169 | +0.8% | 5.20% | +5.2% |
| Q1 2021 | $7,694,000 | +3.5% | 29,935 | +2.1% | 4.95% | -2.5% |
| Q4 2020 | $7,431,000 | +12.7% | 29,333 | +1.2% | 5.07% | -1.2% |
| Q3 2020 | $6,595,000 | +16.9% | 28,975 | +3.8% | 5.14% | +8.3% |
| Q2 2020 | $5,640,000 | +36.1% | 27,909 | +5.5% | 4.74% | +12.8% |
| Q1 2020 | $4,145,000 | -6.1% | 26,452 | +9.2% | 4.21% | +18.0% |
| Q4 2019 | $4,415,000 | +9.6% | 24,234 | -0.0% | 3.56% | +2.2% |
| Q3 2019 | $4,030,000 | – | 24,239 | – | 3.49% | – |
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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% |