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 | $17,111 | -3.1% | 62,837 | +0.7% | 11.36% | -0.9% |
| Q2 2023 | $17,651 | +12.8% | 62,379 | -0.5% | 11.46% | +5.7% |
| Q1 2023 | $15,642 | +15.1% | 62,710 | -1.6% | 10.84% | +4.7% |
| Q4 2022 | $13,585 | -99.9% | 63,744 | +3.6% | 10.35% | -2.2% |
| Q3 2022 | $13,158,000 | +2.5% | 61,502 | +6.8% | 10.58% | -10.3% |
| Q2 2022 | $12,833,000 | -18.0% | 57,577 | +6.0% | 11.80% | -6.9% |
| Q1 2022 | $15,655,000 | -4.5% | 54,339 | +6.3% | 12.68% | -7.3% |
| Q4 2021 | $16,395,000 | – | 51,137 | – | 13.68% | – |
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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% |