VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,978,674 | -11.4% | 7,266 | -7.9% | 0.22% | -5.5% |
| Q2 2023 | $2,232,172 | +11.4% | 7,888 | -1.8% | 0.24% | +6.3% |
| Q1 2023 | $2,004,422 | +11.7% | 8,035 | -4.6% | 0.22% | +9.4% |
| Q4 2022 | $1,794,842 | -7.0% | 8,422 | -6.6% | 0.20% | -20.7% |
| Q3 2022 | $1,930,000 | -8.7% | 9,021 | -4.9% | 0.26% | -5.2% |
| Q2 2022 | $2,115,000 | -26.9% | 9,490 | -5.7% | 0.27% | -14.8% |
| Q1 2022 | $2,894,000 | -17.9% | 10,063 | -8.3% | 0.32% | -17.2% |
| Q4 2021 | $3,523,000 | -46.1% | 10,979 | -24.4% | 0.38% | -7.3% |
| Q3 2021 | $6,534,000 | +94.8% | 14,527 | +24.2% | 0.41% | -4.2% |
| Q2 2021 | $3,354,000 | +10.0% | 11,697 | -1.4% | 0.43% | -2.0% |
| Q1 2021 | $3,050,000 | +0.3% | 11,868 | -1.2% | 0.44% | -6.2% |
| Q4 2020 | $3,042,000 | +8.5% | 12,008 | -2.5% | 0.47% | 0.0% |
| Q3 2020 | $2,803,000 | +4.5% | 12,318 | -7.2% | 0.47% | -3.1% |
| Q2 2020 | $2,682,000 | +42.7% | 13,273 | +10.6% | 0.48% | +28.7% |
| Q1 2020 | $1,880,000 | +14.4% | 11,998 | +32.9% | 0.38% | +38.2% |
| Q4 2019 | $1,644,000 | +7.5% | 9,025 | -2.0% | 0.27% | -4.6% |
| Q3 2019 | $1,530,000 | +1.1% | 9,206 | -0.7% | 0.28% | +6.7% |
| Q2 2019 | $1,514,000 | +3.6% | 9,271 | -0.8% | 0.27% | -2.2% |
| Q1 2019 | $1,462,000 | +20.4% | 9,349 | +3.5% | 0.27% | +7.1% |
| Q4 2018 | $1,214,000 | -11.4% | 9,037 | +6.2% | 0.26% | +4.9% |
| Q3 2018 | $1,370,000 | -3.6% | 8,510 | -10.3% | 0.24% | -9.3% |
| Q2 2018 | $1,421,000 | -40.0% | 9,489 | -43.1% | 0.27% | -51.6% |
| Q1 2018 | $2,368,000 | -6.6% | 16,689 | -7.4% | 0.55% | +14.0% |
| Q4 2017 | $2,535,000 | -63.0% | 18,020 | -65.1% | 0.49% | -65.6% |
| Q3 2017 | $6,850,000 | +13.0% | 51,603 | +8.1% | 1.41% | +7.7% |
| Q2 2017 | $6,063,000 | +8.8% | 47,725 | +4.2% | 1.31% | -2.5% |
| Q1 2017 | $5,575,000 | +27.3% | 45,821 | +16.6% | 1.35% | +5.9% |
| Q4 2016 | $4,381,000 | +35.1% | 39,299 | +36.1% | 1.27% | +17.9% |
| Q3 2016 | $3,242,000 | +95.7% | 28,870 | +86.8% | 1.08% | +71.3% |
| Q2 2016 | $1,657,000 | +100.8% | 15,455 | +99.5% | 0.63% | +74.5% |
| Q1 2016 | $825,000 | +111.0% | 7,748 | +110.9% | 0.36% | +91.0% |
| Q4 2015 | $391,000 | +74.6% | 3,674 | +64.6% | 0.19% | +48.8% |
| Q3 2015 | $224,000 | – | 2,232 | – | 0.13% | – |
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% |