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 | $27 | -3.6% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $28 | -68.5% | 100 | -73.3% | 0.00% | -71.4% |
Q1 2023 | $89 | +161.8% | 374 | +135.2% | 0.01% | +180.0% |
Q4 2022 | $34 | -99.9% | 159 | 0.0% | 0.01% | -16.7% |
Q3 2022 | $34,000 | -2.9% | 159 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $35,000 | -23.9% | 159 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $46,000 | -9.8% | 159 | 0.0% | 0.01% | -14.3% |
Q4 2021 | $51,000 | +8.5% | 159 | -1.9% | 0.01% | 0.0% |
Q3 2021 | $47,000 | +2.2% | 162 | 0.0% | 0.01% | +16.7% |
Q2 2021 | $46,000 | +12.2% | 162 | +1.9% | 0.01% | 0.0% |
Q1 2021 | $41,000 | +2.5% | 159 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $40,000 | +11.1% | 159 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $36,000 | +12.5% | 159 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $32,000 | +28.0% | 159 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $25,000 | -51.0% | 159 | -43.0% | 0.01% | -33.3% |
Q4 2019 | $51,000 | +21.4% | 279 | +9.8% | 0.01% | +12.5% |
Q3 2019 | $42,000 | +23.5% | 254 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $34,000 | -15.0% | 254 | 0.0% | 0.01% | +14.3% |
Q3 2018 | $40,000 | – | 254 | – | 0.01% | – |
Download |
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% |