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 | $3,805,839 | -3.0% | 13,976 | +0.7% | 2.93% | -0.5% |
| Q2 2023 | $3,925,539 | +18.1% | 13,873 | +4.1% | 2.94% | +1.2% |
| Q1 2023 | $3,325,066 | +18.7% | 13,330 | +1.4% | 2.91% | +2.5% |
| Q4 2022 | $2,801,145 | -0.6% | 13,144 | -0.2% | 2.84% | +0.7% |
| Q3 2022 | $2,819,000 | -4.1% | 13,176 | -0.1% | 2.82% | +7.6% |
| Q2 2022 | $2,941,000 | -24.2% | 13,194 | -2.2% | 2.62% | -6.2% |
| Q1 2022 | $3,881,000 | -11.0% | 13,495 | -0.7% | 2.79% | +4.8% |
| Q4 2021 | $4,361,000 | +10.5% | 13,590 | -0.1% | 2.67% | -0.7% |
| Q3 2021 | $3,948,000 | +1.7% | 13,606 | +0.5% | 2.68% | -2.6% |
| Q2 2021 | $3,882,000 | +12.5% | 13,536 | +0.8% | 2.76% | +2.7% |
| Q1 2021 | $3,452,000 | -24.2% | 13,429 | -25.3% | 2.68% | -29.7% |
| Q4 2020 | $4,555,000 | +8.5% | 17,980 | -2.6% | 3.82% | -3.5% |
| Q3 2020 | $4,200,000 | +12.6% | 18,452 | -0.0% | 3.95% | +2.4% |
| Q2 2020 | $3,730,000 | +30.5% | 18,458 | +1.2% | 3.86% | -4.7% |
| Q1 2020 | $2,858,000 | -13.4% | 18,240 | +0.7% | 4.05% | +26.7% |
| Q4 2019 | $3,299,000 | – | 18,112 | – | 3.20% | – |
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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% |