VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $6,520,352 | -16.3% | 20,974 | -26.7% | 5.79% | +0.8% |
Q3 2023 | $7,792,434 | -6.3% | 28,616 | -2.7% | 5.74% | -4.5% |
Q2 2023 | $8,320,677 | +15.7% | 29,406 | +2.0% | 6.02% | +4.2% |
Q1 2023 | $7,194,251 | +15.5% | 28,842 | -1.4% | 5.78% | +7.4% |
Q4 2022 | $6,231,178 | +2.9% | 29,239 | +1.8% | 5.38% | -11.6% |
Q3 2022 | $6,057,000 | -3.9% | 28,727 | +1.6% | 6.08% | -13.3% |
Q2 2022 | $6,300,000 | -21.9% | 28,265 | +0.8% | 7.02% | -9.7% |
Q1 2022 | $8,062,000 | -11.7% | 28,033 | -1.5% | 7.77% | -9.8% |
Q4 2021 | $9,131,000 | – | 28,454 | – | 8.61% | – |
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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% |