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 | $19,555,960 | -0.3% | 71,815 | +3.6% | 15.45% | -0.2% |
| Q2 2023 | $19,621,179 | +15.9% | 69,343 | +2.2% | 15.48% | +7.0% |
| Q1 2023 | $16,927,278 | +18.0% | 67,861 | +0.8% | 14.47% | +10.8% |
| Q4 2022 | $14,349,882 | +1.2% | 67,336 | +1.6% | 13.06% | -11.0% |
| Q3 2022 | $14,174,000 | +0.4% | 66,247 | +4.6% | 14.67% | +0.6% |
| Q2 2022 | $14,120,000 | -18.3% | 63,349 | +5.4% | 14.59% | -7.0% |
| Q1 2022 | $17,292,000 | -11.4% | 60,126 | -1.2% | 15.68% | -9.1% |
| Q4 2021 | $19,526,000 | – | 60,848 | – | 17.26% | – |
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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% |