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 | $17,671,894 | +2.5% | 64,896 | +6.5% | 14.01% | +5.1% |
| Q2 2023 | $17,249,043 | +0.6% | 60,959 | -11.4% | 13.34% | +3.0% |
| Q1 2023 | $17,152,501 | +26.1% | 68,764 | +7.8% | 12.95% | +18.5% |
| Q4 2022 | $13,599,368 | +0.0% | 63,814 | +0.4% | 10.92% | -3.0% |
| Q3 2022 | $13,595,000 | +505.3% | 63,544 | +530.6% | 11.26% | +397.4% |
| Q2 2022 | $2,246,000 | -21.6% | 10,077 | +1.2% | 2.26% | -12.2% |
| Q1 2022 | $2,864,000 | -99.9% | 9,958 | +9.5% | 2.58% | -7.2% |
| Q4 2021 | $2,918,721,000 | – | 9,095 | – | 2.78% | – |
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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% |