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 | $363,806 | -4.0% | 1,336 | -0.2% | 0.06% | +1.6% |
Q2 2023 | $378,883 | +13.4% | 1,339 | 0.0% | 0.06% | +8.9% |
Q1 2023 | $334,000 | +118339.7% | 1,339 | +1.1% | 0.06% | +16.7% |
Q4 2022 | $282 | -99.9% | 1,324 | -4.7% | 0.05% | -18.6% |
Q3 2022 | $297,000 | -3.6% | 1,389 | +0.5% | 0.06% | +1.7% |
Q2 2022 | $308,000 | -21.6% | 1,382 | +1.1% | 0.06% | -10.8% |
Q1 2022 | $393,000 | – | 1,367 | – | 0.06% | – |
Download |
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% |