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 | $6,021,091 | -7.3% | 22,111 | -3.7% | 1.10% | -4.1% |
| Q2 2023 | $6,496,337 | +10.8% | 22,959 | -2.3% | 1.15% | -9.9% |
| Q1 2023 | $5,861,116 | +7.9% | 23,497 | -7.8% | 1.27% | +8.7% |
| Q4 2022 | $5,433,395 | -0.5% | 25,496 | -0.1% | 1.17% | -22.9% |
| Q3 2022 | $5,463,000 | -4.2% | 25,534 | -0.2% | 1.52% | -1.7% |
| Q2 2022 | $5,704,000 | -37.1% | 25,592 | -18.8% | 1.55% | -33.7% |
| Q1 2022 | $9,067,000 | – | 31,527 | – | 2.34% | – |
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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% |