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 | $15,092,236 | +0.4% | 55,423 | +4.3% | 0.58% | +2.8% |
| Q2 2023 | $15,035,645 | +7.2% | 53,137 | -5.5% | 0.57% | +0.9% |
| Q1 2023 | $14,019,525 | +2.6% | 56,204 | -12.4% | 0.56% | -1.1% |
| Q4 2022 | $13,669,087 | +40.6% | 64,141 | +41.2% | 0.57% | +26.7% |
| Q3 2022 | $9,722,000 | +13.7% | 45,440 | +18.5% | 0.45% | +20.1% |
| Q2 2022 | $8,550,000 | -14.0% | 38,360 | +10.9% | 0.37% | -2.3% |
| Q1 2022 | $9,946,000 | +1.1% | 34,582 | +12.9% | 0.38% | +6.1% |
| Q4 2021 | $9,833,000 | +8.0% | 30,642 | -2.3% | 0.36% | +0.3% |
| Q3 2021 | $9,104,000 | -0.6% | 31,374 | -1.7% | 0.36% | -0.6% |
| Q2 2021 | $9,158,000 | +119.3% | 31,930 | +19.8% | 0.36% | +39.2% |
| Q1 2021 | $4,176,000 | -40.5% | 26,650 | -3.8% | 0.26% | -5.1% |
| Q4 2020 | $7,022,000 | +12.5% | 27,716 | +1.1% | 0.27% | +1.9% |
| Q3 2020 | $6,242,000 | +17.2% | 27,424 | +4.1% | 0.27% | +12.1% |
| Q2 2020 | $5,324,000 | +27.5% | 26,343 | -1.2% | 0.24% | +7.6% |
| Q1 2020 | $4,176,000 | -8.6% | 26,650 | +6.3% | 0.22% | -1.8% |
| Q4 2019 | $4,567,000 | +17.6% | 25,072 | +7.3% | 0.23% | +8.6% |
| Q3 2019 | $3,884,000 | +737.1% | 23,360 | +722.8% | 0.21% | +736.0% |
| Q2 2019 | $464,000 | +0.9% | 2,839 | -3.4% | 0.02% | -7.4% |
| Q1 2019 | $460,000 | +23.3% | 2,939 | +5.8% | 0.03% | +12.5% |
| Q4 2018 | $373,000 | -21.6% | 2,779 | -6.0% | 0.02% | -7.7% |
| Q3 2018 | $476,000 | +46.5% | 2,957 | +36.5% | 0.03% | +36.8% |
| Q2 2018 | $325,000 | +0.6% | 2,167 | -4.8% | 0.02% | +5.6% |
| Q1 2018 | $323,000 | -8.2% | 2,276 | -9.0% | 0.02% | -5.3% |
| Q4 2017 | $352,000 | +6.0% | 2,500 | 0.0% | 0.02% | +5.6% |
| Q3 2017 | $332,000 | -26.2% | 2,500 | -29.4% | 0.02% | -30.8% |
| Q2 2017 | $450,000 | +45.6% | 3,540 | +39.4% | 0.03% | +44.4% |
| Q1 2017 | $309,000 | +1.0% | 2,540 | -7.5% | 0.02% | -5.3% |
| Q4 2016 | $306,000 | +1.0% | 2,746 | +1.9% | 0.02% | 0.0% |
| Q3 2016 | $303,000 | – | 2,696 | – | 0.02% | – |
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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% |