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 | $6,772,559 | +0.2% | 24,874 | +3.0% | 2.87% | +2.8% |
| Q2 2023 | $6,756,183 | +18.5% | 24,144 | +5.6% | 2.79% | +9.2% |
| Q1 2023 | $5,699,733 | +24.0% | 22,853 | +5.9% | 2.56% | +10.8% |
| Q4 2022 | $4,597,315 | +20.6% | 21,573 | +21.1% | 2.31% | +9.5% |
| Q3 2022 | $3,811,000 | -0.8% | 17,810 | +3.3% | 2.11% | -9.7% |
| Q2 2022 | $3,842,000 | -40.4% | 17,238 | -23.1% | 2.34% | -37.3% |
| Q1 2022 | $6,446,000 | -10.7% | 22,413 | -0.3% | 3.73% | -14.5% |
| Q4 2021 | $7,216,000 | +13.2% | 22,487 | +2.3% | 4.36% | -0.3% |
| Q3 2021 | $6,375,000 | -8.2% | 21,971 | -9.2% | 4.37% | -8.6% |
| Q2 2021 | $6,941,000 | +69.2% | 24,200 | +51.6% | 4.78% | +32.7% |
| Q1 2021 | $4,103,000 | +5.5% | 15,960 | +3.9% | 3.60% | +0.3% |
| Q4 2020 | $3,890,000 | – | 15,357 | – | 3.59% | – |
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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% |