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 | $303,898 | -3.8% | 1,116 | 0.0% | 0.16% | +7.6% |
| Q2 2023 | $315,783 | +13.4% | 1,116 | 0.0% | 0.14% | +2.9% |
| Q1 2023 | $278,375 | +17.0% | 1,116 | 0.0% | 0.14% | +6.1% |
| Q4 2022 | $237,831 | -0.5% | 1,116 | 0.0% | 0.13% | 0.0% |
| Q3 2022 | $239,000 | -4.0% | 1,116 | 0.0% | 0.13% | -25.4% |
| Q2 2022 | $249,000 | -22.4% | 1,116 | 0.0% | 0.18% | +6.0% |
| Q1 2022 | $321,000 | -10.3% | 1,116 | 0.0% | 0.17% | -5.6% |
| Q4 2021 | $358,000 | +10.5% | 1,116 | 0.0% | 0.18% | +0.6% |
| Q3 2021 | $324,000 | -1.8% | 1,116 | 0.0% | 0.18% | +3.5% |
| Q2 2021 | $330,000 | +6.5% | 1,116 | -7.5% | 0.17% | -4.5% |
| Q1 2021 | $310,000 | +2.6% | 1,206 | +1.3% | 0.18% | +0.6% |
| Q4 2020 | $302,000 | – | 1,191 | – | 0.18% | – |
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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% |