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 | $20,910,719 | -4.2% | 76,790 | -0.5% | 5.49% | -6.8% |
| Q2 2023 | $21,837,259 | +12.2% | 77,174 | -1.1% | 5.88% | +3.1% |
| Q1 2023 | $19,463,112 | +14.2% | 78,027 | -2.5% | 5.71% | +1.9% |
| Q4 2022 | $17,047,666 | +0.7% | 79,995 | +1.1% | 5.60% | -6.2% |
| Q3 2022 | $16,921,000 | -6.1% | 79,087 | -2.2% | 5.97% | -1.4% |
| Q2 2022 | $18,020,000 | -18.0% | 80,846 | +5.9% | 6.05% | -20.1% |
| Q1 2022 | $21,965,000 | -4.3% | 76,372 | -3.5% | 7.58% | -11.7% |
| Q3 2021 | $22,953,000 | +10.0% | 79,101 | +8.7% | 8.58% | +3.9% |
| Q2 2021 | $20,866,000 | +15.9% | 72,751 | +3.8% | 8.26% | +8.2% |
| Q1 2021 | $18,011,000 | +2.5% | 70,071 | +1.0% | 7.64% | -4.9% |
| Q4 2020 | $17,568,000 | +12.4% | 69,344 | +1.0% | 8.03% | -6.2% |
| Q3 2020 | $15,623,000 | +8.5% | 68,639 | -3.7% | 8.56% | +1.2% |
| Q2 2020 | $14,403,000 | +17.2% | 71,270 | -9.1% | 8.46% | -4.8% |
| Q1 2020 | $12,289,000 | -14.0% | 78,429 | +0.0% | 8.88% | -2.8% |
| Q4 2019 | $14,286,000 | – | 78,423 | – | 9.14% | – |
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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% |