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 | $3,168,599 | -48.2% | 11,636 | -46.2% | 2.69% | -42.3% |
| Q2 2023 | $6,122,123 | -33.0% | 21,636 | -40.9% | 4.66% | -25.8% |
| Q1 2023 | $9,138,484 | -17.0% | 36,636 | -29.0% | 6.29% | -28.9% |
| Q4 2022 | $11,004,148 | -22.8% | 51,636 | -22.5% | 8.85% | -26.8% |
| Q3 2022 | $14,257,000 | -21.6% | 66,636 | -18.4% | 12.08% | -21.7% |
| Q2 2022 | $18,196,000 | -37.8% | 81,636 | -19.7% | 15.44% | -15.6% |
| Q1 2022 | $29,231,000 | -1.1% | 101,636 | 0.0% | 18.30% | +3.1% |
| Q4 2021 | $29,545,000 | +0.2% | 101,636 | 0.0% | 17.75% | -2.6% |
| Q3 2021 | $29,492,000 | +1.2% | 101,636 | 0.0% | 18.22% | +12.5% |
| Q2 2021 | $29,150,000 | +11.6% | 101,636 | 0.0% | 16.20% | +7.7% |
| Q1 2021 | $26,125,000 | -10.4% | 101,636 | -11.7% | 15.04% | -23.2% |
| Q4 2020 | $29,156,000 | – | 115,086 | – | 19.60% | – |
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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% |