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 | $15,073,192 | +1061.1% | 55,353 | +1106.5% | 0.51% | +446.8% |
| Q2 2023 | $1,298,220 | -90.2% | 4,588 | -91.4% | 0.09% | -90.6% |
| Q1 2023 | $13,254,992 | +26.3% | 53,139 | +7.9% | 1.00% | +15.8% |
| Q4 2022 | $10,498,225 | +1469.2% | 49,262 | +1476.4% | 0.87% | +1274.6% |
| Q3 2022 | $669,000 | -20.1% | 3,125 | -16.8% | 0.06% | -18.2% |
| Q2 2022 | $837,000 | -73.7% | 3,755 | -66.1% | 0.08% | -69.1% |
| Q1 2022 | $3,182,000 | -8.9% | 11,063 | +1.7% | 0.25% | -2.4% |
| Q4 2021 | $3,492,000 | – | 10,883 | – | 0.26% | – |
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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% |