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 | $17,379,458 | -4.3% | 63,822 | -0.6% | 7.75% | +0.5% |
| Q2 2023 | $18,165,372 | +14.0% | 64,198 | +0.5% | 7.71% | +4.5% |
| Q1 2023 | $15,939,477 | +20.0% | 63,901 | +2.5% | 7.38% | +12.6% |
| Q4 2022 | $13,287,883 | +16.1% | 62,352 | +16.6% | 6.56% | -0.3% |
| Q3 2022 | $11,443,000 | -0.7% | 53,483 | +3.5% | 6.58% | +21.6% |
| Q2 2022 | $11,519,000 | -18.3% | 51,680 | +5.5% | 5.41% | -25.3% |
| Q1 2022 | $14,094,000 | -8.4% | 49,004 | +2.3% | 7.24% | -2.3% |
| Q4 2021 | $15,379,000 | +9.4% | 47,924 | -1.1% | 7.41% | -0.5% |
| Q3 2021 | $14,061,000 | +1.4% | 48,457 | +0.3% | 7.45% | -2.6% |
| Q2 2021 | $13,862,000 | +18.9% | 48,330 | +6.5% | 7.65% | +5.2% |
| Q1 2021 | $11,663,000 | +12.2% | 45,373 | +10.6% | 7.28% | +14.6% |
| Q4 2020 | $10,395,000 | +14.8% | 41,031 | +3.1% | 6.35% | -20.2% |
| Q3 2020 | $9,055,000 | – | 39,784 | – | 7.95% | – |
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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% |