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 | $10,418,581 | -3.8% | 38,260 | 0.0% | 3.81% | +0.5% |
| Q2 2023 | $10,826,050 | +13.1% | 38,260 | -0.3% | 3.79% | +3.3% |
| Q1 2023 | $9,568,518 | +9.0% | 38,360 | -6.9% | 3.67% | -1.1% |
| Q4 2022 | $8,781,198 | -15.0% | 41,205 | -14.6% | 3.71% | -19.6% |
| Q3 2022 | $10,326,000 | +5.0% | 48,262 | +9.3% | 4.62% | +8.4% |
| Q2 2022 | $9,838,000 | -27.2% | 44,137 | -6.1% | 4.26% | -13.6% |
| Q1 2022 | $13,514,000 | -6.5% | 46,990 | 0.0% | 4.93% | -0.3% |
| Q4 2021 | $14,450,000 | +3.1% | 46,990 | -2.7% | 4.95% | -4.6% |
| Q3 2021 | $14,009,000 | +8.2% | 48,278 | +6.9% | 5.19% | +5.3% |
| Q2 2021 | $12,953,000 | +6.4% | 45,161 | +0.2% | 4.92% | -1.6% |
| Q1 2021 | $12,178,000 | +6.9% | 45,079 | +2.9% | 5.00% | +1.8% |
| Q4 2020 | $11,394,000 | +27.0% | 43,814 | +11.1% | 4.92% | +6.3% |
| Q3 2020 | $8,975,000 | +10.3% | 39,432 | +1.7% | 4.63% | +3.1% |
| Q2 2020 | $8,135,000 | +386.8% | 38,762 | +335.7% | 4.48% | +410.2% |
| Q4 2019 | $1,671,000 | – | 8,897 | – | 0.88% | – |
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% |