VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $109,450,000 | +13.0% | 614,791 | +5.5% | 0.69% | +3.1% |
| Q3 2019 | $96,877,000 | +9.0% | 582,641 | +7.1% | 0.67% | +3.9% |
| Q2 2019 | $88,913,000 | +1.3% | 543,795 | -3.0% | 0.64% | -4.2% |
| Q1 2019 | $87,788,000 | -4.7% | 560,578 | -18.3% | 0.67% | -19.2% |
| Q4 2018 | $92,144,000 | -17.0% | 685,915 | -0.5% | 0.83% | -10.7% |
| Q3 2018 | $111,008,000 | -3.8% | 689,157 | -15.5% | 0.93% | -13.7% |
| Q2 2018 | $115,422,000 | 0.0% | 815,368 | 0.0% | 1.08% | 0.0% |
| Q1 2018 | $115,422,000 | +7.1% | 815,368 | +6.5% | 1.08% | +4.6% |
| Q4 2017 | $107,731,000 | +24.0% | 765,866 | +17.0% | 1.03% | +9.2% |
| Q3 2017 | $86,872,000 | +8.2% | 654,402 | +3.6% | 0.94% | -0.1% |
| Q2 2017 | $80,279,000 | +1.9% | 631,909 | -2.4% | 0.94% | -5.6% |
| Q1 2017 | $78,803,000 | +12.0% | 647,764 | +2.7% | 1.00% | +2.0% |
| Q4 2016 | $70,369,000 | +4.1% | 631,010 | +4.8% | 0.98% | -3.4% |
| Q3 2016 | $67,598,000 | +8.3% | 602,056 | +3.4% | 1.01% | +1.6% |
| Q2 2016 | $62,436,000 | +6.5% | 582,427 | +5.7% | 1.00% | -3.4% |
| Q1 2016 | $58,646,000 | -3.2% | 550,895 | -3.3% | 1.03% | -7.9% |
| Q4 2015 | $60,574,000 | +13.3% | 569,417 | +6.8% | 1.12% | +1.5% |
| Q3 2015 | $53,461,000 | -10.7% | 533,048 | -4.7% | 1.10% | -0.3% |
| Q2 2015 | $59,852,000 | +6.5% | 559,103 | +4.1% | 1.11% | +2.6% |
| Q1 2015 | $56,210,000 | +5.5% | 537,176 | +5.2% | 1.08% | -8.6% |
| Q4 2014 | $53,299,000 | +230.6% | 510,558 | +215.6% | 1.18% | +168.6% |
| Q3 2014 | $16,123,000 | +9.7% | 161,764 | +8.9% | 0.44% | +9.2% |
| Q2 2014 | $14,695,000 | +19.7% | 148,580 | +13.1% | 0.40% | +12.3% |
| Q1 2014 | $12,276,000 | -5.5% | 131,325 | -5.9% | 0.36% | -10.7% |
| Q4 2013 | $12,991,000 | +62.8% | 139,612 | +48.0% | 0.40% | +48.0% |
| Q3 2013 | $7,982,000 | -13.7% | 94,357 | -20.3% | 0.27% | -17.9% |
| Q2 2013 | $9,253,000 | – | 118,404 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fee-Only Financial Planning, L.C. | 122,751 | $33,426,189 | 26.93% |
| Jentner Corp | 158,119 | $43,057,399 | 26.77% |
| MCIA Inc | 243,241 | $70,170,103 | 26.32% |
| Axiom Advisory, LLC | 102,920 | $28,026,060 | 25.23% |
| Safeguard Financial, LLC | 188,009 | $51,196,630 | 24.70% |
| Dougherty Wealth Advisers LLC | 77,821 | $21,191,437 | 24.54% |
| Mill Creek Capital Advisors, LLC | 2,486,308 | $677,046,526 | 22.50% |
| Retirement Investment Advisors, Inc. | 813,010 | $221,390,753 | 20.16% |
| TL Private Wealth | 125,841 | $35,132,387 | 20.13% |
| STEVENS CAPITAL PARTNERS | 89,532 | $24,380,480 | 19.56% |