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 | $189,801 | -25.7% | 697 | -22.8% | 0.00% | -33.3% |
| Q2 2023 | $255,513 | -56.7% | 903 | -61.9% | 0.01% | -57.1% |
| Q1 2023 | $590,425 | +17.0% | 2,367 | 0.0% | 0.01% | +7.7% |
| Q4 2022 | $504,431 | -6.4% | 2,367 | -6.1% | 0.01% | -13.3% |
| Q3 2022 | $539,000 | -5.9% | 2,520 | -1.9% | 0.02% | 0.0% |
| Q2 2022 | $573,000 | -19.1% | 2,570 | +4.3% | 0.02% | -6.2% |
| Q1 2022 | $708,000 | +90.3% | 2,463 | +112.5% | 0.02% | +100.0% |
| Q4 2021 | $372,000 | +6.9% | 1,159 | -3.5% | 0.01% | 0.0% |
| Q3 2021 | $348,000 | +1.2% | 1,201 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $344,000 | +11.3% | 1,201 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $309,000 | +1.6% | 1,201 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $304,000 | -8.4% | 1,201 | -17.7% | 0.01% | -20.0% |
| Q3 2020 | $332,000 | +12.5% | 1,460 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $295,000 | +28.8% | 1,460 | 0.0% | 0.01% | +11.1% |
| Q1 2020 | $229,000 | -32.2% | 1,460 | -21.3% | 0.01% | -18.2% |
| Q4 2019 | $338,000 | +39.1% | 1,854 | +27.0% | 0.01% | +22.2% |
| Q3 2019 | $243,000 | +1.7% | 1,460 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $239,000 | -29.3% | 1,460 | -30.5% | 0.01% | -40.0% |
| Q3 2018 | $338,000 | -33.3% | 2,100 | -37.9% | 0.02% | -31.8% |
| Q2 2018 | $507,000 | +18.2% | 3,381 | +12.0% | 0.02% | +22.2% |
| Q1 2018 | $429,000 | +15.9% | 3,020 | +14.7% | 0.02% | +20.0% |
| Q4 2017 | $370,000 | +24.6% | 2,634 | +17.9% | 0.02% | +15.4% |
| Q3 2017 | $297,000 | 0.0% | 2,234 | -4.2% | 0.01% | 0.0% |
| Q2 2017 | $297,000 | +4.6% | 2,333 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $284,000 | – | 2,333 | – | 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% |