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 | $58,045,599 | +6.7% | 213,160 | -2.2% | 0.33% | +7.4% |
| Q2 2023 | $54,383,906 | 0.0% | 218,024 | 0.0% | 0.31% | 0.0% |
| Q1 2023 | $54,383,906 | +11.5% | 218,024 | -4.7% | 0.31% | +8.0% |
| Q4 2022 | $48,766,386 | +89.4% | 228,832 | +90.2% | 0.29% | +76.5% |
| Q3 2022 | $25,742,000 | -4.8% | 120,323 | -0.8% | 0.16% | +2.5% |
| Q2 2022 | $27,035,000 | -25.6% | 121,298 | -4.0% | 0.16% | -11.2% |
| Q1 2022 | $36,344,000 | -14.1% | 126,373 | -4.1% | 0.18% | -11.4% |
| Q4 2021 | $42,300,000 | +17.3% | 131,819 | +6.1% | 0.20% | +7.5% |
| Q3 2021 | $36,065,000 | +0.3% | 124,293 | -0.9% | 0.19% | +0.5% |
| Q2 2021 | $35,964,000 | +2.8% | 125,397 | -7.9% | 0.19% | -1.6% |
| Q1 2021 | $34,987,000 | -1.2% | 136,119 | -2.6% | 0.19% | -3.1% |
| Q4 2020 | $35,421,000 | +8.4% | 139,822 | -2.7% | 0.20% | -0.5% |
| Q3 2020 | $32,691,000 | +7.4% | 143,631 | -4.7% | 0.20% | +5.4% |
| Q2 2020 | $30,442,000 | +75.2% | 150,642 | +58.0% | 0.19% | +135.4% |
| Q1 2020 | $17,373,000 | 0.0% | 95,368 | 0.0% | 0.08% | 0.0% |
| Q4 2019 | $17,373,000 | +13.1% | 95,368 | +3.3% | 0.08% | +12.9% |
| Q3 2019 | $15,357,000 | +7.1% | 92,363 | +5.3% | 0.07% | +11.1% |
| Q2 2019 | $14,334,000 | +17.9% | 87,735 | +12.9% | 0.06% | +14.5% |
| Q1 2019 | $12,156,000 | +5.8% | 77,722 | -9.1% | 0.06% | -1.8% |
| Q4 2018 | $11,487,000 | +52.0% | 85,520 | +82.3% | 0.06% | +86.7% |
| Q3 2018 | $7,555,000 | +33.1% | 46,915 | +16.2% | 0.03% | +25.0% |
| Q1 2018 | $5,676,000 | 0.0% | 40,363 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $5,676,000 | +30.2% | 40,363 | +22.9% | 0.02% | +26.3% |
| Q3 2017 | $4,358,000 | +26.4% | 32,835 | +15.9% | 0.02% | +18.8% |
| Q2 2017 | $3,447,000 | 0.0% | 28,342 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $3,447,000 | +12.0% | 28,342 | +2.6% | 0.02% | -5.9% |
| Q4 2016 | $3,079,000 | -3.1% | 27,629 | -2.4% | 0.02% | -5.6% |
| Q3 2016 | $3,178,000 | +26.8% | 28,313 | +21.0% | 0.02% | +20.0% |
| Q2 2016 | $2,507,000 | +7.8% | 23,391 | +7.1% | 0.02% | 0.0% |
| Q1 2016 | $2,325,000 | -14.6% | 21,850 | -14.6% | 0.02% | -21.1% |
| Q4 2015 | $2,723,000 | +0.5% | 25,596 | -5.3% | 0.02% | -5.0% |
| Q3 2015 | $2,709,000 | -12.8% | 27,019 | -6.9% | 0.02% | -9.1% |
| Q2 2015 | $3,106,000 | +26.5% | 29,024 | +23.6% | 0.02% | +22.2% |
| Q1 2015 | $2,455,000 | +10.5% | 23,477 | +10.3% | 0.02% | +5.9% |
| Q4 2014 | $2,221,000 | +444.4% | 21,279 | +418.1% | 0.02% | +325.0% |
| Q3 2014 | $408,000 | +72.2% | 4,107 | +70.6% | 0.00% | +100.0% |
| Q2 2014 | $237,000 | +5.8% | 2,407 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $224,000 | +6.7% | 2,407 | +6.0% | 0.00% | 0.0% |
| Q4 2013 | $210,000 | +28.0% | 2,271 | +16.8% | 0.00% | 0.0% |
| Q3 2013 | $164,000 | +23.3% | 1,944 | +14.0% | 0.00% | 0.0% |
| Q2 2013 | $133,000 | – | 1,705 | – | 0.00% | – |
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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% |