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 | $11,086,104 | +15.8% | 40,711 | +20.3% | 1.68% | +21.1% |
Q2 2023 | $9,572,839 | +8.3% | 33,831 | -4.5% | 1.38% | +0.8% |
Q1 2023 | $8,839,198 | +16.3% | 35,436 | -0.6% | 1.37% | +10.0% |
Q4 2022 | $7,599,798 | -5.6% | 35,661 | -5.2% | 1.25% | -12.7% |
Q3 2022 | $8,049,000 | -12.7% | 37,621 | -9.0% | 1.43% | -9.6% |
Q2 2022 | $9,219,000 | -23.2% | 41,362 | -0.9% | 1.58% | -14.0% |
Q1 2022 | $12,008,000 | -9.4% | 41,754 | +1.1% | 1.84% | -8.0% |
Q4 2021 | $13,254,000 | +11.0% | 41,304 | +0.4% | 2.00% | +2.8% |
Q3 2021 | $11,936,000 | -0.3% | 41,135 | -1.4% | 1.94% | +0.9% |
Q2 2021 | $11,969,000 | +19.0% | 41,730 | +6.6% | 1.92% | +12.4% |
Q1 2021 | $10,060,000 | +19.7% | 39,138 | +18.0% | 1.71% | +11.5% |
Q4 2020 | $8,403,000 | – | 33,168 | – | 1.54% | – |
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% |