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 | $8,295,585 | +1.5% | 30,463 | +5.5% | 0.84% | +4.1% |
| Q2 2023 | $8,169,455 | +28.1% | 28,871 | +12.9% | 0.80% | +19.9% |
| Q1 2023 | $6,378,704 | +34.5% | 25,572 | +14.9% | 0.67% | +25.8% |
| Q4 2022 | $4,742,708 | +6.6% | 22,254 | +7.1% | 0.53% | -17.4% |
| Q3 2022 | $4,447,000 | +7.9% | 20,787 | +12.4% | 0.64% | +16.5% |
| Q2 2022 | $4,122,000 | -18.8% | 18,493 | +4.8% | 0.55% | -9.2% |
| Q1 2022 | $5,074,000 | +11.4% | 17,644 | +24.4% | 0.61% | +1.7% |
| Q4 2021 | $4,553,000 | +20.4% | 14,186 | +8.8% | 0.60% | +4.4% |
| Q3 2021 | $3,783,000 | -3.3% | 13,036 | -4.4% | 0.57% | -12.4% |
| Q2 2021 | $3,911,000 | +33.1% | 13,637 | +19.3% | 0.66% | -2.1% |
| Q1 2021 | $2,938,000 | +5.7% | 11,431 | +4.2% | 0.67% | -8.6% |
| Q4 2020 | $2,780,000 | +8.4% | 10,974 | -2.6% | 0.73% | -8.0% |
| Q3 2020 | $2,565,000 | +8.7% | 11,268 | -3.4% | 0.80% | -5.0% |
| Q2 2020 | $2,359,000 | +36.6% | 11,670 | +5.9% | 0.84% | +13.7% |
| Q1 2020 | $1,727,000 | +38.6% | 11,021 | +61.1% | 0.74% | +71.4% |
| Q4 2019 | $1,246,000 | +12.1% | 6,842 | +5.0% | 0.43% | +7.5% |
| Q3 2019 | $1,112,000 | +38.8% | 6,517 | +33.0% | 0.40% | -24.4% |
| Q2 2019 | $801,000 | -6.6% | 4,901 | -10.6% | 0.53% | -10.0% |
| Q1 2019 | $858,000 | +31.6% | 5,483 | +12.9% | 0.59% | +12.6% |
| Q4 2018 | $652,000 | -4.5% | 4,856 | +14.6% | 0.52% | +6.7% |
| Q3 2018 | $683,000 | +80.2% | 4,239 | +67.4% | 0.49% | +54.3% |
| Q2 2018 | $379,000 | +3.3% | 2,533 | -2.1% | 0.32% | -5.4% |
| Q1 2018 | $367,000 | +0.8% | 2,587 | +0.1% | 0.34% | +0.3% |
| Q4 2017 | $364,000 | +13.0% | 2,585 | +6.6% | 0.33% | +6.7% |
| Q3 2017 | $322,000 | +13.4% | 2,426 | +8.6% | 0.31% | +33.8% |
| Q2 2017 | $284,000 | +22.9% | 2,234 | +2.7% | 0.23% | -22.3% |
| Q4 2015 | $231,000 | – | 2,175 | – | 0.30% | – |
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% |