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 | $372,257 | -2.0% | 1,367 | +1.9% | 0.17% | -9.1% |
| Q2 2023 | $379,832 | +13.5% | 1,342 | 0.0% | 0.19% | +8.1% |
| Q1 2023 | $334,656 | +17.1% | 1,342 | +0.1% | 0.17% | +14.6% |
| Q4 2022 | $285,730 | -45.5% | 1,341 | -45.2% | 0.15% | -47.6% |
| Q3 2022 | $524,000 | -19.3% | 2,447 | -16.0% | 0.29% | -11.1% |
| Q2 2022 | $649,000 | -22.5% | 2,913 | +0.1% | 0.32% | -6.1% |
| Q1 2022 | $837,000 | -21.2% | 2,911 | -12.0% | 0.34% | -26.6% |
| Q4 2021 | $1,062,000 | +10.5% | 3,309 | -0.1% | 0.47% | -8.9% |
| Q3 2021 | $961,000 | -6.5% | 3,313 | -7.6% | 0.52% | -7.2% |
| Q2 2021 | $1,028,000 | +13.7% | 3,585 | +2.0% | 0.56% | -10.2% |
| Q1 2021 | $904,000 | -4.6% | 3,516 | -6.0% | 0.62% | -25.0% |
| Q4 2020 | $948,000 | – | 3,741 | – | 0.82% | – |
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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% |