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 | $520,657 | -90.1% | 1,912 | -89.7% | 0.76% | -68.9% |
| Q2 2023 | $5,242,594 | +11.6% | 18,528 | -1.6% | 2.44% | +12.2% |
| Q1 2023 | $4,696,831 | +13.9% | 18,830 | -2.7% | 2.18% | +36.5% |
| Q4 2022 | $4,123,408 | +48.3% | 19,349 | +48.9% | 1.60% | +0.3% |
| Q3 2022 | $2,780,000 | -6.0% | 12,995 | -2.1% | 1.59% | -3.2% |
| Q2 2022 | $2,958,000 | -20.4% | 13,273 | +2.7% | 1.64% | +48.9% |
| Q1 2022 | $3,717,000 | -4.2% | 12,925 | +6.9% | 1.10% | +6.7% |
| Q4 2021 | $3,880,000 | +17.5% | 12,093 | +6.2% | 1.04% | +43.2% |
| Q3 2021 | $3,302,000 | -2.1% | 11,382 | -3.1% | 0.72% | +12.8% |
| Q2 2021 | $3,372,000 | +23.3% | 11,752 | +10.4% | 0.64% | +20.5% |
| Q1 2021 | $2,735,000 | +1.6% | 10,641 | +0.1% | 0.53% | +10.6% |
| Q4 2020 | $2,693,000 | +16.5% | 10,629 | +4.7% | 0.48% | +1.3% |
| Q3 2020 | $2,311,000 | -4.9% | 10,151 | -15.6% | 0.48% | -10.4% |
| Q2 2020 | $2,431,000 | +69.2% | 12,031 | +31.2% | 0.53% | +48.9% |
| Q1 2020 | $1,437,000 | +30.6% | 9,172 | +51.9% | 0.36% | +61.1% |
| Q4 2019 | $1,100,000 | +64.2% | 6,040 | +49.8% | 0.22% | +48.3% |
| Q3 2019 | $670,000 | +45.0% | 4,032 | +42.7% | 0.15% | +14.6% |
| Q2 2019 | $462,000 | -0.2% | 2,826 | -4.5% | 0.13% | -7.8% |
| Q1 2019 | $463,000 | +29.0% | 2,958 | +10.7% | 0.14% | +6.8% |
| Q4 2018 | $359,000 | -50.5% | 2,671 | -40.6% | 0.13% | -38.0% |
| Q3 2018 | $725,000 | +77.3% | 4,500 | +72.5% | 0.21% | +79.0% |
| Q2 2018 | $409,000 | +56.7% | 2,608 | +41.7% | 0.12% | +56.6% |
| Q1 2018 | $261,000 | -59.4% | 1,841 | -56.8% | 0.08% | -53.1% |
| Q4 2017 | $643,000 | – | 4,258 | – | 0.16% | – |
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% |