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 | $501,429 | +16.6% | 1,841 | +21.2% | 0.02% | +21.4% |
Q2 2023 | $429,871 | +13.4% | 1,519 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $378,949 | +13.9% | 1,519 | -2.7% | 0.01% | +7.7% |
Q4 2022 | $332,707 | +30.5% | 1,561 | +31.1% | 0.01% | +18.2% |
Q3 2022 | $255,000 | -3.8% | 1,191 | +0.3% | 0.01% | 0.0% |
Q2 2022 | $265,000 | -66.6% | 1,187 | -57.0% | 0.01% | -60.7% |
Q1 2022 | $794,000 | +106.2% | 2,761 | +130.3% | 0.03% | +115.4% |
Q4 2021 | $385,000 | +10.6% | 1,199 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $348,000 | – | 1,199 | – | 0.01% | – |
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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% |