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 | $13,493,207 | +0.9% | 49,551 | +6.3% | 2.72% | +6.4% |
Q2 2023 | $13,373,146 | +48.5% | 46,601 | +29.1% | 2.56% | +37.4% |
Q1 2023 | $9,006,914 | +28.5% | 36,109 | +9.8% | 1.86% | +22.7% |
Q4 2022 | $7,011,442 | +1134.4% | 32,901 | +1138.7% | 1.52% | +1085.9% |
Q3 2022 | $568,000 | -4.1% | 2,656 | 0.0% | 0.13% | -1.5% |
Q2 2022 | $592,000 | -27.4% | 2,656 | -6.3% | 0.13% | -18.2% |
Q1 2022 | $815,000 | -10.3% | 2,834 | 0.0% | 0.16% | -9.1% |
Q4 2021 | $909,000 | +10.6% | 2,834 | 0.0% | 0.18% | +6.1% |
Q3 2021 | $822,000 | +5.2% | 2,834 | +4.1% | 0.16% | +10.7% |
Q2 2021 | $781,000 | -16.9% | 2,723 | -25.5% | 0.15% | -24.0% |
Q1 2021 | $940,000 | +1.5% | 3,657 | 0.0% | 0.20% | +1.6% |
Q4 2020 | $926,000 | – | 3,657 | – | 0.19% | – |
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% |