VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,617,898 | +7.9% | 14,854 | -5.5% | 0.64% | +11.1% |
| Q3 2023 | $4,281,363 | -0.0% | 15,722 | +3.9% | 0.58% | -6.2% |
| Q2 2023 | $4,281,689 | +11.9% | 15,132 | -1.3% | 0.61% | +1.8% |
| Q1 2023 | $3,825,194 | +17.8% | 15,335 | +0.7% | 0.60% | +5.6% |
| Q4 2022 | $3,246,375 | +1.6% | 15,233 | +2.0% | 0.57% | -28.7% |
| Q3 2022 | $3,195,000 | +1.1% | 14,933 | +5.3% | 0.80% | -10.1% |
| Q2 2022 | $3,161,000 | -41.5% | 14,183 | -24.5% | 0.89% | -33.9% |
| Q1 2022 | $5,405,000 | -12.0% | 18,794 | -1.8% | 1.35% | -15.7% |
| Q4 2021 | $6,140,000 | -2.9% | 19,135 | -12.2% | 1.60% | -22.7% |
| Q3 2021 | $6,324,000 | -3.2% | 21,795 | -4.3% | 2.07% | +0.1% |
| Q2 2021 | $6,531,000 | +9.9% | 22,770 | -1.5% | 2.06% | -3.5% |
| Q1 2021 | $5,944,000 | +26.6% | 23,124 | +24.8% | 2.14% | +13.8% |
| Q4 2020 | $4,695,000 | – | 18,532 | – | 1.88% | – |
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% |