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 | $994,204 | -3.8% | 3,651 | 0.0% | 0.39% | -15.8% |
| Q2 2023 | $1,033,087 | +0.5% | 3,651 | -11.4% | 0.47% | -8.2% |
| Q1 2023 | $1,027,693 | +17.0% | 4,120 | 0.0% | 0.51% | +8.7% |
| Q4 2022 | $878,013 | -0.3% | 4,120 | 0.0% | 0.47% | -19.0% |
| Q3 2022 | $881,000 | -4.0% | 4,120 | 0.0% | 0.58% | -10.4% |
| Q2 2022 | $918,000 | -22.5% | 4,120 | 0.0% | 0.65% | -21.1% |
| Q1 2022 | $1,185,000 | -10.4% | 4,120 | 0.0% | 0.82% | -23.9% |
| Q4 2021 | $1,322,000 | – | 4,120 | – | 1.08% | – |
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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% |