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 | $5,728,525 | -3.7% | 21,037 | +0.1% | 4.45% | -0.8% |
| Q2 2023 | $5,946,907 | +12.5% | 21,017 | -0.8% | 4.49% | +6.7% |
| Q1 2023 | $5,283,832 | +16.6% | 21,183 | -0.4% | 4.21% | +12.2% |
| Q4 2022 | $4,533,442 | -6.6% | 21,273 | -6.3% | 3.75% | -20.2% |
| Q3 2022 | $4,855,000 | -13.1% | 22,692 | -9.5% | 4.70% | -6.8% |
| Q2 2022 | $5,588,000 | -22.5% | 25,071 | -0.0% | 5.04% | -16.2% |
| Q1 2022 | $7,211,000 | -10.3% | 25,072 | +0.1% | 6.02% | -6.1% |
| Q4 2021 | $8,038,000 | +8.3% | 25,047 | -2.0% | 6.41% | +2.3% |
| Q3 2021 | $7,420,000 | +1.4% | 25,571 | +0.2% | 6.27% | +1.5% |
| Q2 2021 | $7,318,000 | +10.1% | 25,515 | -1.3% | 6.17% | +3.5% |
| Q1 2021 | $6,647,000 | +1.2% | 25,861 | -0.3% | 5.96% | +6.2% |
| Q4 2020 | $6,571,000 | – | 25,939 | – | 5.62% | – |
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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% |