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 | $771,346 | +0.8% | 2,833 | +4.7% | 0.32% | +3.5% |
| Q2 2023 | $765,520 | +14.7% | 2,705 | +1.1% | 0.31% | +12.1% |
| Q1 2023 | $667,548 | +12.0% | 2,676 | -4.3% | 0.28% | +7.3% |
| Q4 2022 | $595,840 | -11.3% | 2,796 | -10.9% | 0.26% | -17.9% |
| Q3 2022 | $672,000 | -14.9% | 3,139 | -11.5% | 0.32% | -13.4% |
| Q2 2022 | $790,000 | -39.0% | 3,545 | -12.1% | 0.37% | -36.8% |
| Q1 2022 | $1,295,000 | 0.0% | 4,034 | 0.0% | 0.58% | 0.0% |
| Q4 2021 | $1,295,000 | +27.2% | 4,034 | +15.0% | 0.58% | +1.4% |
| Q3 2021 | $1,018,000 | -1.5% | 3,507 | -2.7% | 0.57% | -5.0% |
| Q2 2021 | $1,033,000 | +13.9% | 3,603 | +8.2% | 0.60% | +2.4% |
| Q1 2021 | $907,000 | – | 3,331 | – | 0.59% | – |
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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% |