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 | $52,254,784 | -2.9% | 191,894 | +0.9% | 2.07% | +1.8% |
| Q2 2023 | $53,808,940 | +12.6% | 190,164 | -0.7% | 2.04% | +7.8% |
| Q1 2023 | $47,775,611 | +18417.7% | 191,531 | +10343.3% | 1.89% | +20888.9% |
| Q4 2017 | $258,000 | +1.6% | 1,834 | -4.0% | 0.01% | 0.0% |
| Q3 2017 | $254,000 | +4.5% | 1,910 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $243,000 | +4.7% | 1,910 | 0.0% | 0.01% | +12.5% |
| Q1 2017 | $232,000 | +8.9% | 1,910 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $213,000 | -5.8% | 1,910 | -5.0% | 0.01% | -11.1% |
| Q3 2016 | $226,000 | +5.1% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $215,000 | +0.5% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $214,000 | -20.1% | 2,010 | -20.2% | 0.01% | -25.0% |
| Q4 2015 | $268,000 | -1.8% | 2,520 | -7.4% | 0.01% | 0.0% |
| Q3 2015 | $273,000 | -6.2% | 2,721 | 0.0% | 0.01% | +9.1% |
| Q2 2015 | $291,000 | +2.1% | 2,721 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $285,000 | +0.4% | 2,721 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $284,000 | +4.8% | 2,721 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $271,000 | +3.0% | 2,721 | +2.3% | 0.01% | 0.0% |
| Q2 2014 | $263,000 | – | 2,660 | – | 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% |