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 | $19,125,217 | -3.1% | 70,233 | +0.7% | 7.60% | +1.6% |
| Q2 2023 | $19,734,705 | +15.3% | 69,744 | +1.7% | 7.48% | +8.3% |
| Q1 2023 | $17,111,386 | +29.7% | 68,583 | +10.8% | 6.90% | +20.6% |
| Q4 2022 | $13,194,163 | -24.7% | 61,912 | -24.4% | 5.72% | -29.7% |
| Q3 2022 | $17,517,000 | -1.3% | 81,873 | +2.8% | 8.15% | +3.3% |
| Q2 2022 | $17,755,000 | -17.7% | 79,659 | +6.2% | 7.88% | -0.7% |
| Q1 2022 | $21,566,000 | -3.8% | 74,987 | +7.3% | 7.94% | -0.8% |
| Q4 2021 | $22,422,000 | – | 69,873 | – | 8.00% | – |
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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% |