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 | $1,081,813 | -3.7% | 3,973 | +0.1% | 0.61% | -2.1% |
Q2 2023 | $1,123,483 | +21.4% | 3,970 | +7.0% | 0.62% | +12.7% |
Q1 2023 | $925,681 | +17.1% | 3,711 | +0.1% | 0.55% | +8.4% |
Q4 2022 | $790,217 | -2.6% | 3,708 | -2.1% | 0.51% | -13.6% |
Q3 2022 | $811,000 | -4.1% | 3,789 | -0.1% | 0.59% | -5.3% |
Q2 2022 | $846,000 | -26.0% | 3,794 | -4.6% | 0.62% | -14.0% |
Q1 2022 | $1,144,000 | -13.9% | 3,977 | -3.9% | 0.72% | -8.6% |
Q4 2021 | $1,328,000 | +6.9% | 4,139 | -3.3% | 0.79% | -1.2% |
Q3 2021 | $1,242,000 | -13.6% | 4,281 | -14.6% | 0.80% | -15.4% |
Q2 2021 | $1,438,000 | +2.1% | 5,014 | -3.1% | 0.95% | -1.5% |
Q1 2021 | $1,408,000 | +6.1% | 5,177 | -0.9% | 0.96% | -3.0% |
Q4 2020 | $1,327,000 | – | 5,226 | – | 0.99% | – |
Download |
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% |