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 | $1,554,346 | +31.4% | 5,708 | +36.6% | 0.12% | +36.7% |
| Q2 2023 | $1,182,490 | +18.4% | 4,179 | +4.4% | 0.09% | +12.5% |
| Q1 2023 | $998,509 | +28.8% | 4,003 | +10.0% | 0.08% | +23.1% |
| Q4 2022 | $775,294 | -0.3% | 3,638 | 0.0% | 0.06% | -7.1% |
| Q3 2022 | $778,000 | -4.1% | 3,638 | 0.0% | 0.07% | -4.1% |
| Q2 2022 | $811,000 | -25.0% | 3,638 | -3.2% | 0.07% | -11.0% |
| Q1 2022 | $1,081,000 | -10.4% | 3,758 | 0.0% | 0.08% | -4.7% |
| Q4 2021 | $1,206,000 | +10.6% | 3,758 | 0.0% | 0.09% | +1.2% |
| Q3 2021 | $1,090,000 | -2.0% | 3,758 | -3.1% | 0.08% | 0.0% |
| Q2 2021 | $1,112,000 | +28.6% | 3,878 | +15.2% | 0.08% | +19.7% |
| Q1 2021 | $865,000 | -4.5% | 3,365 | -5.9% | 0.07% | -9.0% |
| Q4 2020 | $906,000 | +11.7% | 3,575 | +0.3% | 0.08% | -1.3% |
| Q3 2020 | $811,000 | +13.4% | 3,565 | +0.7% | 0.08% | +3.9% |
| Q2 2020 | $715,000 | +32.4% | 3,540 | +2.8% | 0.08% | +8.6% |
| Q1 2020 | $540,000 | -14.0% | 3,445 | 0.0% | 0.07% | +11.1% |
| Q4 2019 | $628,000 | +10.8% | 3,445 | +1.1% | 0.06% | +3.3% |
| Q3 2019 | $567,000 | +1.8% | 3,409 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $557,000 | +4.5% | 3,409 | 0.0% | 0.06% | +5.2% |
| Q1 2019 | $533,000 | +31.3% | 3,409 | +12.7% | 0.06% | +16.0% |
| Q4 2018 | $406,000 | -16.6% | 3,025 | 0.0% | 0.05% | -2.0% |
| Q3 2018 | $487,000 | +7.5% | 3,025 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $453,000 | +5.6% | 3,025 | 0.0% | 0.05% | +2.0% |
| Q1 2018 | $429,000 | -4.0% | 3,025 | -4.7% | 0.05% | 0.0% |
| Q4 2017 | $447,000 | +6.2% | 3,175 | 0.0% | 0.05% | 0.0% |
| Q3 2017 | $421,000 | +21.7% | 3,175 | +16.5% | 0.05% | +19.0% |
| Q2 2017 | $346,000 | +4.2% | 2,725 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $332,000 | +9.2% | 2,725 | 0.0% | 0.04% | +5.0% |
| Q4 2016 | $304,000 | +147.2% | 2,725 | +130.9% | 0.04% | +135.3% |
| Q1 2015 | $123,000 | – | 1,180 | – | 0.02% | – |
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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% |