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 | $11,476,136 | +7.1% | 42,144 | +11.3% | 5.88% | +9.2% |
| Q2 2023 | $10,712,927 | +18.7% | 37,860 | +4.6% | 5.39% | +9.4% |
| Q1 2023 | $9,026,128 | +12.9% | 36,186 | -3.6% | 4.93% | +6.3% |
| Q4 2022 | $7,998,157 | +96472.8% | 37,531 | -3.1% | 4.64% | -12.3% |
| Q3 2022 | $8,282 | -3.9% | 38,712 | +0.1% | 5.29% | +1.2% |
| Q2 2022 | $8,621 | -29.4% | 38,677 | -8.9% | 5.22% | -17.0% |
| Q1 2022 | $12,211 | -12.9% | 42,457 | -2.8% | 6.29% | -9.8% |
| Q4 2021 | $14,012 | +15.5% | 43,665 | +4.5% | 6.98% | +2.9% |
| Q3 2021 | $12,129 | +4.1% | 41,799 | +2.9% | 6.78% | +1.1% |
| Q2 2021 | $11,650 | +16.1% | 40,620 | +4.1% | 6.71% | +5.4% |
| Q1 2021 | $10,032 | +2.1% | 39,030 | +0.7% | 6.36% | -5.1% |
| Q4 2020 | $9,821 | +13.1% | 38,751 | +1.6% | 6.70% | -1.5% |
| Q3 2020 | $8,687 | +16.4% | 38,133 | +3.0% | 6.81% | +5.6% |
| Q2 2020 | $7,464 | +33.2% | 37,011 | +3.4% | 6.45% | +4.8% |
| Q1 2020 | $5,604 | – | 35,793 | – | 6.15% | – |
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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% |