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 | $21,806,087 | +58.9% | 70,143 | +39.2% | 9.59% | +39.4% |
| Q3 2023 | $13,725,538 | +19.9% | 50,404 | +24.5% | 6.88% | +16.4% |
| Q2 2023 | $11,451,108 | +33.4% | 40,469 | +17.6% | 5.91% | +17.5% |
| Q1 2023 | $8,585,297 | +39.3% | 34,423 | +19.0% | 5.03% | +26.4% |
| Q4 2022 | $6,162,928 | +15.1% | 28,919 | +15.5% | 3.98% | +6.0% |
| Q3 2022 | $5,355,000 | +9.9% | 25,030 | +17.6% | 3.75% | +21.6% |
| Q2 2022 | $4,872,000 | -61.4% | 21,279 | -51.5% | 3.09% | -56.7% |
| Q1 2022 | $12,621,000 | +148.6% | 43,883 | +147.9% | 7.12% | +126.0% |
| Q2 2021 | $5,076,000 | +3052.8% | 17,699 | +2727.3% | 3.15% | +2525.0% |
| Q1 2021 | $161,000 | -1.8% | 626 | -3.5% | 0.12% | -13.0% |
| Q4 2020 | $164,000 | – | 649 | – | 0.14% | – |
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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% |