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 | $14,015,251 | -8.3% | 51,468 | -4.8% | 7.35% | -4.5% |
| Q2 2023 | $15,291,158 | +11.0% | 54,040 | -2.2% | 7.69% | +7.0% |
| Q1 2023 | $13,779,564 | +11.6% | 55,242 | -4.7% | 7.19% | +4.0% |
| Q4 2022 | $12,347,593 | -5.4% | 57,940 | +0.9% | 6.92% | -4.1% |
| Q3 2022 | $13,057,000 | +2.9% | 57,450 | +0.9% | 7.21% | -1.9% |
| Q2 2022 | $12,695,000 | -8.4% | 56,956 | +18.1% | 7.35% | +26.5% |
| Q1 2022 | $13,865,000 | -4.7% | 48,208 | +6.4% | 5.81% | -2.1% |
| Q4 2021 | $14,542,000 | – | 45,316 | – | 5.93% | – |
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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% |