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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,226,803 | +17.0% | 13,596 | +2.5% | 1.98% | -7.1% |
| Q3 2023 | $3,612,261 | +1.5% | 13,265 | +5.4% | 2.14% | -4.3% |
| Q2 2023 | $3,560,274 | -17.5% | 12,582 | -27.3% | 2.23% | -25.2% |
| Q1 2023 | $4,316,622 | +17.5% | 17,305 | +0.4% | 2.98% | -0.1% |
| Q4 2022 | $3,674,922 | +140.7% | 17,244 | +141.6% | 2.99% | +159.1% |
| Q3 2022 | $1,527,000 | -28.2% | 7,137 | -25.3% | 1.15% | -23.4% |
| Q2 2022 | $2,128,000 | -27.8% | 9,549 | -6.8% | 1.51% | +2.2% |
| Q1 2022 | $2,948,000 | -14.2% | 10,251 | -4.3% | 1.47% | -0.4% |
| Q4 2021 | $3,436,000 | +17.6% | 10,707 | +6.3% | 1.48% | +18.2% |
| Q3 2021 | $2,922,000 | +8.0% | 10,069 | +6.7% | 1.25% | -16.4% |
| Q2 2021 | $2,705,000 | +23.1% | 9,433 | +10.4% | 1.50% | -3.0% |
| Q1 2021 | $2,197,000 | +3.4% | 8,547 | +1.9% | 1.54% | -17.1% |
| Q4 2020 | $2,124,000 | +9.8% | 8,386 | -1.3% | 1.86% | -0.9% |
| Q3 2020 | $1,934,000 | – | 8,496 | – | 1.88% | – |
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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% |