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 | $14,017,622 | +25.1% | 51,477 | +30.0% | 0.21% | +26.1% |
Q2 2023 | $11,204,901 | +13.4% | 39,599 | -0.0% | 0.16% | +5.8% |
Q1 2023 | $9,880,680 | +21.7% | 39,611 | +4.0% | 0.16% | +14.7% |
Q4 2022 | $8,118,138 | -3.0% | 38,094 | -2.6% | 0.14% | -13.4% |
Q3 2022 | $8,366,000 | +94.3% | 39,104 | +102.4% | 0.16% | +91.5% |
Q2 2022 | $4,306,000 | -21.4% | 19,319 | +1.5% | 0.08% | -10.9% |
Q1 2022 | $5,475,000 | -11.3% | 19,038 | -1.0% | 0.09% | -7.1% |
Q4 2021 | $6,170,000 | +136.7% | 19,227 | +114.0% | 0.10% | +98.0% |
Q3 2021 | $2,607,000 | +4.3% | 8,983 | +3.1% | 0.05% | 0.0% |
Q2 2021 | $2,500,000 | +7.0% | 8,716 | -4.1% | 0.05% | -3.8% |
Q1 2021 | $2,336,000 | +52.5% | 9,089 | +50.3% | 0.05% | +36.8% |
Q4 2020 | $1,532,000 | +12.2% | 6,049 | +0.8% | 0.04% | -5.0% |
Q3 2020 | $1,366,000 | +19.0% | 6,000 | +5.7% | 0.04% | +11.1% |
Q2 2020 | $1,148,000 | +60.1% | 5,678 | +24.1% | 0.04% | +24.1% |
Q1 2020 | $717,000 | -28.0% | 4,575 | -16.3% | 0.03% | -9.4% |
Q4 2019 | $996,000 | +14.5% | 5,469 | +4.6% | 0.03% | -17.9% |
Q3 2019 | $870,000 | +5.5% | 5,230 | +3.5% | 0.04% | +5.4% |
Q2 2019 | $825,000 | +14.9% | 5,051 | +10.0% | 0.04% | 0.0% |
Q1 2019 | $718,000 | +10.5% | 4,590 | -5.2% | 0.04% | -2.6% |
Q4 2018 | $650,000 | -14.4% | 4,841 | +2.8% | 0.04% | -2.6% |
Q3 2018 | $759,000 | +12.9% | 4,711 | +5.0% | 0.04% | +8.3% |
Q2 2018 | $672,000 | +7.5% | 4,488 | +1.9% | 0.04% | +2.9% |
Q1 2018 | $625,000 | +4.5% | 4,406 | +3.6% | 0.04% | +2.9% |
Q4 2017 | $598,000 | +26.2% | 4,252 | +19.2% | 0.03% | +17.2% |
Q3 2017 | $474,000 | +4.6% | 3,568 | 0.0% | 0.03% | 0.0% |
Q2 2017 | $453,000 | +4.4% | 3,568 | 0.0% | 0.03% | 0.0% |
Q1 2017 | $434,000 | +9.0% | 3,568 | 0.0% | 0.03% | 0.0% |
Q4 2016 | $398,000 | -5.0% | 3,568 | -4.3% | 0.03% | -9.4% |
Q3 2016 | $419,000 | +22.2% | 3,728 | +16.5% | 0.03% | +23.1% |
Q2 2016 | $343,000 | +7.2% | 3,200 | +6.4% | 0.03% | +8.3% |
Q1 2016 | $320,000 | 0.0% | 3,008 | 0.0% | 0.02% | 0.0% |
Q4 2015 | $320,000 | +6.0% | 3,008 | 0.0% | 0.02% | +4.3% |
Q3 2015 | $302,000 | -29.9% | 3,008 | -25.2% | 0.02% | -17.9% |
Q2 2015 | $431,000 | +49.7% | 4,022 | +45.9% | 0.03% | +47.4% |
Q1 2015 | $288,000 | 0.0% | 2,757 | 0.0% | 0.02% | -5.0% |
Q4 2014 | $288,000 | – | 2,757 | – | 0.02% | – |
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% |