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 | $8,258,835 | -8.9% | 30,329 | -5.3% | 3.36% | -3.2% |
| Q2 2023 | $9,066,965 | +25.0% | 32,043 | +10.2% | 3.48% | +17.9% |
| Q1 2023 | $7,251,466 | +51.0% | 29,071 | +29.0% | 2.95% | +42.8% |
| Q4 2022 | $4,803,840 | -8.7% | 22,542 | -8.3% | 2.06% | -17.0% |
| Q3 2022 | $5,259,000 | +23.0% | 24,579 | +28.1% | 2.49% | +28.0% |
| Q2 2022 | $4,275,000 | +48.2% | 19,180 | +91.2% | 1.94% | +68.9% |
| Q1 2022 | $2,885,000 | +12.9% | 10,030 | +25.9% | 1.15% | +16.2% |
| Q4 2021 | $2,556,000 | +23.3% | 7,964 | +11.4% | 0.99% | +13.5% |
| Q3 2021 | $2,073,000 | +1.8% | 7,146 | +0.7% | 0.87% | +0.7% |
| Q2 2021 | $2,036,000 | +13.4% | 7,099 | +1.6% | 0.87% | +6.3% |
| Q1 2021 | $1,795,000 | -15.1% | 6,984 | -16.3% | 0.82% | -21.3% |
| Q4 2020 | $2,114,000 | +31.6% | 8,343 | +18.2% | 1.04% | +9.1% |
| Q3 2020 | $1,606,000 | +4.4% | 7,056 | -7.3% | 0.95% | -7.1% |
| Q2 2020 | $1,538,000 | +58.6% | 7,610 | +22.9% | 1.02% | +30.2% |
| Q1 2020 | $970,000 | +42.0% | 6,190 | +65.1% | 0.78% | +70.1% |
| Q4 2019 | $683,000 | +53.5% | 3,750 | +40.2% | 0.46% | +36.0% |
| Q3 2019 | $445,000 | +1.8% | 2,675 | 0.0% | 0.34% | +1.8% |
| Q2 2019 | $437,000 | +4.5% | 2,675 | 0.0% | 0.33% | -2.6% |
| Q1 2019 | $418,000 | +16.4% | 2,675 | 0.0% | 0.34% | +0.6% |
| Q4 2018 | $359,000 | – | 2,675 | – | 0.34% | – |
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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% |