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 | $4,490,241 | -2.8% | 16,489 | +1.0% | 2.28% | +0.6% |
| Q2 2023 | $4,620,985 | +15.1% | 16,331 | +1.5% | 2.27% | +10.4% |
| Q1 2023 | $4,013,210 | +13.2% | 16,089 | -3.3% | 2.06% | +19.2% |
| Q4 2022 | $3,544,425 | +10.2% | 16,632 | +10.6% | 1.72% | -18.2% |
| Q3 2022 | $3,217,000 | +1.7% | 15,038 | +6.0% | 2.11% | -0.7% |
| Q2 2022 | $3,162,000 | -17.9% | 14,186 | +5.9% | 2.12% | -13.5% |
| Q1 2022 | $3,853,000 | +64.2% | 13,395 | +83.2% | 2.46% | +63.6% |
| Q4 2021 | $2,346,000 | +33.2% | 7,312 | +20.5% | 1.50% | +16.8% |
| Q3 2021 | $1,761,000 | +6.9% | 6,069 | +5.6% | 1.28% | +3.8% |
| Q2 2021 | $1,648,000 | +18.1% | 5,747 | +5.9% | 1.24% | +7.2% |
| Q1 2021 | $1,395,000 | +8.1% | 5,427 | +6.6% | 1.16% | -5.6% |
| Q4 2020 | $1,290,000 | – | 5,092 | – | 1.22% | – |
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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% |