VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,638 | -4.9% | 90,477 | -1.2% | 0.37% | +0.5% |
| Q2 2023 | $25,913 | +47.3% | 91,578 | +29.9% | 0.37% | +41.0% |
| Q1 2023 | $17,588 | +38.0% | 70,511 | +17.9% | 0.26% | +45.8% |
| Q4 2022 | $12,741 | -99.9% | 59,784 | -23.6% | 0.18% | -39.5% |
| Q3 2022 | $16,741,000 | +1.9% | 78,249 | +6.2% | 0.30% | +4.6% |
| Q2 2022 | $16,426,000 | +70.3% | 73,697 | +119.8% | 0.28% | +96.5% |
| Q1 2022 | $9,644,000 | -8.4% | 33,534 | +2.2% | 0.14% | -22.2% |
| Q4 2021 | $10,529,000 | +11.8% | 32,812 | +1.1% | 0.18% | +2.2% |
| Q3 2021 | $9,415,000 | +0.6% | 32,448 | -0.6% | 0.18% | -2.7% |
| Q2 2021 | $9,361,000 | +12.4% | 32,638 | +0.8% | 0.19% | +6.3% |
| Q1 2021 | $8,325,000 | +2.7% | 32,388 | +1.2% | 0.18% | -6.4% |
| Q4 2020 | $8,105,000 | +15.9% | 31,992 | +4.1% | 0.19% | +2.7% |
| Q3 2020 | $6,995,000 | +49.4% | 30,730 | +32.6% | 0.18% | +33.8% |
| Q2 2020 | $4,682,000 | +67.8% | 23,169 | +30.1% | 0.14% | +49.5% |
| Q1 2020 | $2,791,000 | +23.9% | 17,815 | +44.1% | 0.09% | +59.6% |
| Q4 2019 | $2,253,000 | +91.1% | 12,367 | +74.4% | 0.06% | +50.0% |
| Q3 2019 | $1,179,000 | -7.9% | 7,091 | -9.5% | 0.04% | -7.3% |
| Q2 2019 | $1,280,000 | +5.2% | 7,833 | +0.7% | 0.04% | -19.6% |
| Q1 2019 | $1,217,000 | +13.5% | 7,778 | -2.5% | 0.05% | -1.9% |
| Q4 2018 | $1,072,000 | +9.8% | 7,979 | +31.6% | 0.05% | +6.1% |
| Q3 2018 | $976,000 | +12.6% | 6,061 | +4.7% | 0.05% | +8.9% |
| Q2 2018 | $867,000 | +74.4% | 5,787 | +65.3% | 0.04% | +66.7% |
| Q1 2018 | $497,000 | -47.1% | 3,500 | -60.3% | 0.03% | -68.6% |
| Q4 2015 | $939,000 | +6.1% | 8,825 | +0.0% | 0.09% | -16.5% |
| Q3 2015 | $885,000 | +953.6% | 8,823 | +1021.1% | 0.10% | +1044.4% |
| Q2 2015 | $84,000 | +2.4% | 787 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $82,000 | 0.0% | 787 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $82,000 | +5.1% | 787 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $78,000 | 0.0% | 787 | 0.0% | 0.01% | -10.0% |
| Q2 2014 | $78,000 | +85.7% | 787 | +74.9% | 0.01% | +66.7% |
| Q1 2014 | $42,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $42,000 | – | 450 | – | 0.01% | – |
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% |