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 | $14,358,606 | -1.9% | 52,729 | +2.0% | 4.21% | +1.5% |
| Q2 2023 | $14,629,790 | +14.4% | 51,703 | +0.9% | 4.14% | +7.3% |
| Q1 2023 | $12,785,194 | +17.5% | 51,256 | +0.4% | 3.86% | +12.7% |
| Q4 2022 | $10,876,555 | -0.4% | 51,037 | +0.0% | 3.43% | -13.0% |
| Q3 2022 | $10,916,000 | +1.1% | 51,024 | +5.3% | 3.94% | +5.2% |
| Q2 2022 | $10,796,000 | -24.8% | 48,436 | -2.9% | 3.74% | -17.2% |
| Q1 2022 | $14,347,000 | -8.7% | 49,886 | +1.8% | 4.52% | -6.3% |
| Q4 2021 | $15,721,000 | +15.4% | 48,989 | +4.3% | 4.83% | +2.5% |
| Q3 2021 | $13,625,000 | +19.7% | 46,954 | +6.0% | 4.71% | +5.9% |
| Q1 2021 | $11,381,000 | +5.0% | 44,277 | +3.5% | 4.45% | -7.6% |
| Q4 2020 | $10,840,000 | +13.1% | 42,789 | +1.6% | 4.81% | -5.9% |
| Q3 2020 | $9,585,000 | +16.5% | 42,108 | +3.5% | 5.12% | +4.5% |
| Q2 2020 | $8,225,000 | +82.1% | 40,700 | +41.2% | 4.90% | +40.6% |
| Q1 2020 | $4,516,000 | -2.6% | 28,824 | +13.3% | 3.48% | +14.8% |
| Q4 2019 | $4,635,000 | +14.0% | 25,446 | +4.0% | 3.03% | +5.3% |
| Q3 2019 | $4,067,000 | +6.9% | 24,461 | +5.0% | 2.88% | +3.3% |
| Q2 2019 | $3,805,000 | +12.4% | 23,289 | +7.6% | 2.79% | +14.1% |
| Q1 2019 | $3,385,000 | +26.8% | 21,640 | +9.0% | 2.44% | +4.8% |
| Q4 2018 | $2,669,000 | -6.6% | 19,854 | +11.8% | 2.33% | +1.9% |
| Q3 2018 | $2,857,000 | +50.5% | 17,756 | +43.8% | 2.29% | +35.5% |
| Q2 2018 | $1,898,000 | +22.5% | 12,344 | +13.0% | 1.69% | +17.8% |
| Q1 2018 | $1,549,000 | +40.7% | 10,920 | +39.5% | 1.43% | +41.0% |
| Q4 2017 | $1,101,000 | – | 7,830 | – | 1.02% | – |
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% |