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 | $46,495,487 | -4.6% | 170,745 | -0.9% | 0.18% | -0.6% |
| Q2 2023 | $48,750,505 | +13.2% | 172,288 | -0.2% | 0.18% | +4.1% |
| Q1 2023 | $43,070,413 | +15.2% | 172,668 | -1.6% | 0.17% | +5.5% |
| Q4 2022 | $37,382,865 | +6.0% | 175,416 | +6.4% | 0.16% | +0.6% |
| Q3 2022 | $35,273,000 | -8.8% | 164,867 | -5.0% | 0.16% | -5.8% |
| Q2 2022 | $38,665,000 | -23.6% | 173,473 | -1.5% | 0.17% | -2.8% |
| Q1 2022 | $50,635,000 | -5.4% | 176,059 | +5.6% | 0.18% | +5.4% |
| Q4 2021 | $53,518,000 | +8.9% | 166,775 | -1.5% | 0.17% | +0.6% |
| Q3 2021 | $49,123,000 | -8.7% | 169,291 | -9.8% | 0.17% | -10.7% |
| Q2 2021 | $53,830,000 | -27.7% | 187,686 | -35.2% | 0.19% | -33.5% |
| Q1 2021 | $74,499,000 | -78.2% | 289,835 | -78.5% | 0.28% | -77.5% |
| Q4 2020 | $341,293,000 | +12.7% | 1,347,175 | +1.3% | 1.25% | -2.6% |
| Q3 2020 | $302,733,000 | +15.5% | 1,330,053 | +2.5% | 1.28% | +2.7% |
| Q2 2020 | $262,135,000 | +40.7% | 1,297,119 | +9.1% | 1.25% | +7.3% |
| Q1 2020 | $186,361,000 | -15.7% | 1,189,363 | -2.0% | 1.16% | +2.5% |
| Q4 2019 | $221,139,000 | +16.0% | 1,213,915 | +5.9% | 1.14% | +3.6% |
| Q3 2019 | $190,638,000 | +4.4% | 1,146,487 | +2.6% | 1.10% | +5.2% |
| Q2 2019 | $182,560,000 | +7.3% | 1,117,328 | +2.7% | 1.04% | +0.7% |
| Q1 2019 | $170,120,000 | +24.3% | 1,087,586 | +6.7% | 1.04% | +3.9% |
| Q4 2018 | $136,866,000 | -11.5% | 1,018,876 | +6.1% | 1.00% | +5.3% |
| Q3 2018 | $154,687,000 | +9.2% | 960,548 | +1.6% | 0.95% | -1.7% |
| Q2 2018 | $141,669,000 | +8.7% | 945,659 | +3.0% | 0.96% | +4.7% |
| Q1 2018 | $130,302,000 | +10.0% | 918,399 | +9.1% | 0.92% | +14.6% |
| Q4 2017 | $118,406,000 | +13.0% | 841,851 | +6.6% | 0.80% | +2.3% |
| Q3 2017 | $104,810,000 | +12.7% | 789,533 | +7.8% | 0.79% | +12.4% |
| Q2 2017 | $93,027,000 | +21.0% | 732,269 | +14.8% | 0.70% | +12.7% |
| Q1 2017 | $76,871,000 | +17.5% | 637,983 | +8.7% | 0.62% | +6.0% |
| Q4 2016 | $65,410,000 | +10.5% | 586,743 | +11.4% | 0.58% | +11.9% |
| Q3 2016 | $59,169,000 | -5.6% | 526,927 | -9.9% | 0.52% | -10.4% |
| Q2 2016 | $62,681,000 | -2.9% | 584,707 | -3.6% | 0.58% | -3.9% |
| Q1 2016 | $64,543,000 | +3.8% | 606,334 | +3.8% | 0.61% | +4.1% |
| Q4 2015 | $62,155,000 | +13.1% | 584,221 | +6.6% | 0.58% | +22.7% |
| Q3 2015 | $54,975,000 | +5.0% | 548,168 | +12.0% | 0.48% | +510.3% |
| Q2 2015 | $52,381,000 | +10.1% | 489,323 | +7.6% | 0.08% | +6.8% |
| Q1 2015 | $47,555,000 | +3.1% | 454,598 | +2.9% | 0.07% | -2.7% |
| Q4 2014 | $46,126,000 | +12.2% | 441,860 | +7.2% | 0.08% | +7.1% |
| Q3 2014 | $41,093,000 | +4.9% | 412,298 | +4.1% | 0.07% | +9.4% |
| Q2 2014 | $39,174,000 | +7.2% | 396,103 | +1.3% | 0.06% | +6.7% |
| Q1 2014 | $36,556,000 | +7.6% | 391,059 | +7.1% | 0.06% | +7.1% |
| Q4 2013 | $33,975,000 | +103.0% | 365,132 | +84.6% | 0.06% | +86.7% |
| Q3 2013 | $16,739,000 | +267.8% | 197,836 | +239.7% | 0.03% | +233.3% |
| Q2 2013 | $4,551,000 | – | 58,236 | – | 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% |