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 | $11,717,746 | -4.9% | 43,031 | -1.2% | 11.35% | -3.8% |
| Q2 2023 | $12,326,230 | +7.6% | 43,562 | -5.1% | 11.79% | -2.8% |
| Q1 2023 | $11,451,794 | +28.7% | 45,910 | +9.9% | 12.13% | +18.3% |
| Q4 2022 | $8,900,273 | +43.5% | 41,764 | +44.1% | 10.25% | +35.3% |
| Q3 2022 | $6,203,000 | -3.5% | 28,991 | +0.6% | 7.57% | +1.4% |
| Q2 2022 | $6,426,000 | -14.7% | 28,830 | +10.1% | 7.47% | +0.0% |
| Q1 2022 | $7,529,000 | -11.3% | 26,178 | -1.0% | 7.46% | -13.7% |
| Q4 2021 | $8,489,000 | – | 26,455 | – | 8.65% | – |
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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% |