VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $458,616 | -3.5% | 1,684 | +0.2% | 0.05% | +2.0% |
| Q2 2023 | $475,411 | +13.4% | 1,680 | 0.0% | 0.05% | +6.2% |
| Q1 2023 | $419,083 | +4.4% | 1,680 | -10.8% | 0.05% | 0.0% |
| Q4 2022 | $401,297 | +0.1% | 1,883 | +0.5% | 0.05% | -11.1% |
| Q3 2022 | $401,000 | -13.6% | 1,874 | -10.0% | 0.05% | -8.5% |
| Q2 2022 | $464,000 | -19.6% | 2,082 | +3.8% | 0.06% | -6.3% |
| Q1 2022 | $577,000 | +6.3% | 2,005 | +18.4% | 0.06% | +12.5% |
| Q4 2021 | $543,000 | +6.3% | 1,693 | -3.9% | 0.06% | -3.4% |
| Q3 2021 | $511,000 | +63.8% | 1,761 | +61.9% | 0.06% | +65.7% |
| Q2 2021 | $312,000 | +22.8% | 1,088 | +10.2% | 0.04% | +12.9% |
| Q1 2021 | $254,000 | -28.5% | 987 | -29.6% | 0.03% | -31.1% |
| Q4 2020 | $355,000 | +15.3% | 1,402 | +3.5% | 0.04% | +2.3% |
| Q3 2020 | $308,000 | +15.4% | 1,354 | +2.6% | 0.04% | +12.8% |
| Q2 2020 | $267,000 | +18.1% | 1,320 | -8.3% | 0.04% | -2.5% |
| Q1 2020 | $226,000 | -4.2% | 1,440 | +11.4% | 0.04% | +21.2% |
| Q4 2019 | $236,000 | +9.8% | 1,293 | 0.0% | 0.03% | +3.1% |
| Q3 2019 | $215,000 | +1.9% | 1,293 | 0.0% | 0.03% | -20.0% |
| Q2 2019 | $211,000 | -3.2% | 1,293 | -7.2% | 0.04% | -7.0% |
| Q1 2019 | $218,000 | -2.7% | 1,393 | 0.0% | 0.04% | -2.3% |
| Q3 2018 | $224,000 | +7.2% | 1,393 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $209,000 | – | 1,393 | – | 0.04% | – |
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% |