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 | $21,997,133 | -7.2% | 80,780 | -3.6% | 4.09% | -6.4% |
| Q2 2023 | $23,712,260 | +1.6% | 83,801 | -10.5% | 4.37% | -3.4% |
| Q1 2023 | $23,345,258 | +9.5% | 93,591 | -6.5% | 4.53% | +0.1% |
| Q4 2022 | $21,328,589 | +5.9% | 100,083 | +6.4% | 4.52% | -7.3% |
| Q3 2022 | $20,131,000 | -3.9% | 94,091 | +0.1% | 4.88% | -4.5% |
| Q2 2022 | $20,944,000 | -17.6% | 93,965 | +6.3% | 5.11% | -10.1% |
| Q1 2022 | $25,426,000 | -8.6% | 88,407 | +1.9% | 5.68% | -17.1% |
| Q4 2021 | $27,830,000 | +5.5% | 86,725 | -4.6% | 6.85% | -4.5% |
| Q3 2021 | $26,382,000 | +2.0% | 90,921 | +0.8% | 7.18% | -5.4% |
| Q2 2021 | $25,868,000 | +13.6% | 90,193 | +1.8% | 7.58% | +8.7% |
| Q1 2021 | $22,767,000 | +6.2% | 88,575 | +4.7% | 6.97% | -3.3% |
| Q4 2020 | $21,435,000 | +8.2% | 84,611 | -2.8% | 7.22% | -6.4% |
| Q3 2020 | $19,816,000 | +5.9% | 87,063 | -6.0% | 7.71% | -1.8% |
| Q2 2020 | $18,713,000 | +25.4% | 92,599 | -2.8% | 7.85% | +1.2% |
| Q1 2020 | $14,923,000 | -15.8% | 95,240 | -2.1% | 7.76% | +10.1% |
| Q4 2019 | $17,722,000 | +7.1% | 97,281 | -2.2% | 7.05% | +0.6% |
| Q3 2019 | $16,542,000 | -9.8% | 99,484 | -11.4% | 7.00% | -11.8% |
| Q2 2019 | $18,343,000 | -14.7% | 112,263 | -18.3% | 7.94% | -17.0% |
| Q1 2019 | $21,499,000 | +8.4% | 137,442 | -6.9% | 9.57% | -2.4% |
| Q4 2018 | $19,836,000 | -24.6% | 147,664 | -9.6% | 9.81% | -3.5% |
| Q3 2018 | $26,311,000 | -8.7% | 163,381 | -15.1% | 10.17% | -5.5% |
| Q2 2018 | $28,821,000 | +1.7% | 192,384 | -3.7% | 10.76% | +8.3% |
| Q1 2018 | $28,332,000 | -7.4% | 199,687 | -8.2% | 9.94% | -4.3% |
| Q4 2017 | $30,584,000 | +3.9% | 217,445 | -2.0% | 10.38% | -0.0% |
| Q3 2017 | $29,441,000 | +1.9% | 221,774 | -2.5% | 10.39% | -0.1% |
| Q2 2017 | $28,905,000 | +1.6% | 227,528 | -2.7% | 10.40% | -0.7% |
| Q1 2017 | $28,442,000 | +9.6% | 233,787 | +0.4% | 10.47% | +4.0% |
| Q4 2016 | $25,953,000 | +1.8% | 232,803 | +2.5% | 10.08% | -3.9% |
| Q3 2016 | $25,495,000 | +8.0% | 227,044 | +3.1% | 10.49% | -3.1% |
| Q2 2016 | $23,612,000 | +4.1% | 220,262 | +3.4% | 10.83% | -7.0% |
| Q1 2016 | $22,681,000 | +6.8% | 213,064 | +6.7% | 11.64% | -4.0% |
| Q4 2015 | $21,241,000 | +7.7% | 199,651 | +1.5% | 12.13% | -2.2% |
| Q3 2015 | $19,719,000 | -5.5% | 196,617 | +0.9% | 12.40% | -0.7% |
| Q2 2015 | $20,863,000 | +5.0% | 194,894 | +2.6% | 12.49% | -2.5% |
| Q1 2015 | $19,865,000 | +3.3% | 189,900 | +1.4% | 12.81% | -4.0% |
| Q4 2014 | $19,232,000 | 0.0% | 187,333 | -2.9% | 13.34% | 0.0% |
| Q3 2014 | $19,232,000 | +0.4% | 192,952 | -0.4% | 13.34% | +3.4% |
| Q2 2014 | $19,151,000 | +7.9% | 193,638 | +2.0% | 12.90% | +4.3% |
| Q1 2014 | $17,752,000 | -0.5% | 189,900 | -0.9% | 12.37% | -2.2% |
| Q4 2013 | $17,839,000 | – | 191,716 | – | 12.64% | – |
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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% |