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 | $16,705,908 | -7.2% | 61,349 | -3.6% | 8.13% | -4.3% |
| Q2 2023 | $18,009,695 | +11.3% | 63,647 | -1.9% | 8.50% | -1.6% |
| Q1 2023 | $16,182,471 | +12.7% | 64,875 | -3.7% | 8.63% | +1.8% |
| Q4 2022 | $14,357,194 | +5.1% | 67,370 | +5.5% | 8.48% | -3.0% |
| Q3 2022 | $13,666,000 | -1.0% | 63,877 | +3.1% | 8.74% | +3.0% |
| Q2 2022 | $13,808,000 | -14.8% | 61,948 | +10.0% | 8.49% | -5.3% |
| Q1 2022 | $16,200,000 | -9.5% | 56,327 | +1.0% | 8.96% | -4.6% |
| Q4 2021 | $17,895,000 | +11.3% | 55,766 | +0.6% | 9.40% | +3.0% |
| Q3 2021 | $16,080,000 | +3.0% | 55,415 | +1.8% | 9.12% | +0.3% |
| Q2 2021 | $15,616,000 | +17.0% | 54,447 | +4.8% | 9.09% | +7.6% |
| Q1 2021 | $13,352,000 | +5.5% | 51,945 | +4.0% | 8.44% | -1.1% |
| Q4 2020 | $12,659,000 | – | 49,969 | – | 8.54% | – |
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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% |