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 | $1,463,340 | -0.7% | 5,374 | +3.2% | 0.36% | -11.2% |
Q2 2023 | $1,473,316 | -4.8% | 5,207 | -16.0% | 0.40% | -21.3% |
Q1 2023 | $1,546,977 | +37.8% | 6,201 | +17.7% | 0.51% | +20.2% |
Q4 2022 | $1,122,989 | +164.2% | 5,269 | +165.2% | 0.43% | +169.6% |
Q3 2022 | $425,000 | +6.8% | 1,987 | +11.2% | 0.16% | +12.9% |
Q2 2022 | $398,000 | -24.0% | 1,787 | -1.9% | 0.14% | -9.1% |
Q1 2022 | $524,000 | +66.9% | 1,822 | +85.9% | 0.15% | +69.2% |
Q4 2021 | $314,000 | +35.9% | 980 | +21.4% | 0.09% | +8.3% |
Q2 2021 | $231,000 | -18.1% | 807 | -26.4% | 0.08% | -30.6% |
Q1 2021 | $282,000 | +5.6% | 1,097 | +4.3% | 0.12% | -0.8% |
Q4 2020 | $267,000 | – | 1,052 | – | 0.12% | – |
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% |