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 | $1,537,560 | -1.5% | 5,646 | +2.3% | 0.06% | +5.4% |
| Q2 2023 | $1,561,475 | +13.4% | 5,518 | 0.0% | 0.06% | +5.7% |
| Q1 2023 | $1,376,499 | +17.0% | 5,518 | 0.0% | 0.05% | +12.8% |
| Q4 2022 | $1,176,017 | -0.2% | 5,518 | +0.2% | 0.05% | -7.8% |
| Q3 2022 | $1,178,513 | -6.7% | 5,508 | -2.8% | 0.05% | +2.0% |
| Q2 2022 | $1,263,420 | +77410.4% | 5,668 | 0.0% | 0.05% | -7.4% |
| Q1 2022 | $1,630 | -99.9% | 5,668 | 0.0% | 0.05% | -3.6% |
| Q4 2021 | $1,819,000 | +10.6% | 5,668 | 0.0% | 0.06% | +1.8% |
| Q3 2021 | $1,645,000 | -17.8% | 5,668 | -18.7% | 0.06% | -17.9% |
| Q2 2021 | $2,000,000 | +11.5% | 6,974 | 0.0% | 0.07% | +3.1% |
| Q1 2021 | $1,793,000 | +3.9% | 6,974 | +2.3% | 0.06% | 0.0% |
| Q4 2020 | $1,726,000 | +35.9% | 6,814 | +22.2% | 0.06% | +22.6% |
| Q3 2020 | $1,270,000 | +12.7% | 5,578 | 0.0% | 0.05% | +1.9% |
| Q2 2020 | $1,127,000 | +28.9% | 5,578 | 0.0% | 0.05% | +8.3% |
| Q1 2020 | $874,000 | -17.5% | 5,578 | -4.1% | 0.05% | +6.7% |
| Q4 2019 | $1,060,000 | +9.6% | 5,818 | 0.0% | 0.04% | +2.3% |
| Q3 2019 | $967,000 | +1.8% | 5,818 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $950,000 | +17.7% | 5,818 | +12.7% | 0.04% | +15.8% |
| Q1 2019 | $807,000 | +16.5% | 5,163 | 0.0% | 0.04% | +2.7% |
| Q4 2018 | $693,000 | -16.6% | 5,163 | 0.0% | 0.04% | -2.6% |
| Q3 2018 | $831,000 | +7.5% | 5,163 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $773,000 | +5.6% | 5,163 | 0.0% | 0.04% | +5.6% |
| Q1 2018 | $732,000 | +0.8% | 5,163 | 0.0% | 0.04% | +5.9% |
| Q4 2017 | $726,000 | +6.0% | 5,163 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $685,000 | +14.0% | 5,163 | +9.0% | 0.03% | +13.3% |
| Q2 2017 | $601,000 | +10.3% | 4,736 | +5.6% | 0.03% | +7.1% |
| Q1 2017 | $545,000 | +9.0% | 4,486 | 0.0% | 0.03% | +3.7% |
| Q4 2016 | $500,000 | -0.6% | 4,486 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $503,000 | +4.8% | 4,486 | 0.0% | 0.03% | +3.8% |
| Q2 2016 | $480,000 | +0.6% | 4,486 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $477,000 | 0.0% | 4,486 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $477,000 | +6.2% | 4,486 | 0.0% | 0.03% | +4.0% |
| Q3 2015 | $449,000 | -6.5% | 4,486 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $480,000 | +2.3% | 4,486 | 0.0% | 0.02% | +8.7% |
| Q1 2015 | $469,000 | +0.2% | 4,486 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $468,000 | +9.3% | 4,486 | +4.4% | 0.02% | +4.5% |
| Q3 2014 | $428,000 | +0.9% | 4,295 | 0.0% | 0.02% | +4.8% |
| Q2 2014 | $424,000 | +5.7% | 4,295 | 0.0% | 0.02% | +5.0% |
| Q1 2014 | $401,000 | +0.5% | 4,295 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $399,000 | -20.7% | 4,295 | -27.9% | 0.02% | -31.0% |
| Q3 2013 | $503,000 | +8.2% | 5,955 | 0.0% | 0.03% | +3.6% |
| Q2 2013 | $465,000 | – | 5,955 | – | 0.03% | – |
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% |