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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,022,997 | +613.5% | 49,558 | +529.0% | 6.73% | +566.0% |
| Q1 2023 | $1,965,274 | +19.8% | 7,879 | +2.4% | 1.01% | +7.7% |
| Q4 2022 | $1,639,857 | -1.2% | 7,695 | -0.8% | 0.94% | -20.2% |
| Q3 2022 | $1,659,000 | -5.2% | 7,756 | -1.2% | 1.18% | -6.7% |
| Q2 2022 | $1,750,000 | -30.4% | 7,854 | -10.1% | 1.26% | -18.4% |
| Q1 2022 | $2,514,000 | -3.6% | 8,741 | +7.6% | 1.55% | -10.6% |
| Q4 2021 | $2,607,000 | – | 8,123 | – | 1.73% | – |
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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% |