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 | $267,760 | -4.1% | 983 | -0.4% | 0.28% | -3.8% |
Q2 2023 | $279,261 | +13.6% | 987 | +0.2% | 0.29% | +5.9% |
Q1 2023 | $245,813 | +17.3% | 985 | +0.1% | 0.27% | +20.4% |
Q4 2022 | $209,636 | +0.3% | 984 | +0.7% | 0.23% | -15.4% |
Q3 2022 | $209,000 | -3.7% | 977 | +0.2% | 0.27% | +1.9% |
Q2 2022 | $217,000 | -26.2% | 975 | -4.6% | 0.26% | -10.9% |
Q1 2022 | $294,000 | -10.1% | 1,022 | +0.2% | 0.29% | +10.5% |
Q4 2021 | $327,000 | – | 1,020 | – | 0.27% | – |
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% |