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 | $51,196,630 | +108487.1% | 188,009 | +12.8% | 24.70% | +8.7% |
| Q2 2023 | $47,148 | +32.5% | 166,625 | +16.8% | 22.71% | +5.1% |
| Q1 2023 | $35,585 | +43.8% | 142,659 | +22.9% | 21.60% | +21.9% |
| Q4 2022 | $24,745 | -99.9% | 116,113 | +5.5% | 17.72% | -18.8% |
| Q3 2022 | $23,551,000 | +51.6% | 110,078 | +57.9% | 21.81% | +17.6% |
| Q2 2022 | $15,537,000 | +77.5% | 69,710 | +129.1% | 18.55% | +41.7% |
| Q1 2022 | $8,753,000 | – | 30,433 | – | 13.09% | – |
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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% |