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 | $24,861,385 | -2.2% | 91,298 | +1.6% | 4.42% | -3.8% |
| Q2 2023 | $25,424,628 | +11.2% | 89,852 | -2.0% | 4.60% | +4.8% |
| Q1 2023 | $22,870,679 | +25.0% | 91,688 | +6.8% | 4.39% | +16.4% |
| Q4 2022 | $18,296,342 | -13.8% | 85,854 | -13.4% | 3.77% | -24.2% |
| Q3 2022 | $21,222,000 | +6.3% | 99,190 | +10.7% | 4.97% | +6.7% |
| Q2 2022 | $19,973,000 | -11.5% | 89,610 | +14.2% | 4.66% | -2.6% |
| Q1 2022 | $22,566,000 | +2.1% | 78,462 | +14.0% | 4.78% | +3.1% |
| Q4 2021 | $22,095,000 | +34.1% | 68,852 | +21.3% | 4.64% | +15.0% |
| Q3 2021 | $16,474,000 | +6.5% | 56,775 | +5.3% | 4.04% | +0.6% |
| Q2 2021 | $15,468,000 | +26.2% | 53,933 | +13.1% | 4.01% | +11.0% |
| Q1 2021 | $12,255,000 | +17.1% | 47,678 | +15.4% | 3.61% | +2.9% |
| Q4 2020 | $10,466,000 | +22.5% | 41,312 | +10.0% | 3.51% | +15.2% |
| Q3 2020 | $8,547,000 | +77.2% | 37,552 | +57.3% | 3.05% | +58.6% |
| Q2 2020 | $4,823,000 | +1943.6% | 23,867 | +1486.9% | 1.92% | +1662.4% |
| Q1 2020 | $236,000 | -28.3% | 1,504 | -16.6% | 0.11% | -25.9% |
| Q4 2019 | $329,000 | +9.7% | 1,803 | 0.0% | 0.15% | -5.2% |
| Q3 2019 | $300,000 | +1.7% | 1,803 | 0.0% | 0.16% | -5.5% |
| Q2 2019 | $295,000 | +17.5% | 1,803 | +12.4% | 0.16% | -8.4% |
| Q1 2019 | $251,000 | +16.2% | 1,604 | 0.0% | 0.18% | -6.3% |
| Q4 2018 | $216,000 | – | 1,604 | – | 0.19% | – |
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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% |