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 | $147,675,263 | +0.9% | 542,306 | +4.9% | 3.35% | +3.5% |
| Q2 2023 | $146,291,485 | +21.2% | 517,004 | +6.9% | 3.24% | +11.8% |
| Q1 2023 | $120,682,736 | +51.1% | 483,815 | +42.5% | 2.90% | +32.3% |
| Q4 2022 | $79,893,509 | +4.4% | 339,597 | -5.0% | 2.19% | -24.8% |
| Q3 2022 | $76,496,000 | -14.6% | 357,541 | -11.1% | 2.91% | -4.8% |
| Q2 2022 | $89,615,000 | +19.8% | 402,059 | +54.6% | 3.06% | +4.2% |
| Q1 2022 | $74,797,000 | +1.3% | 260,073 | +13.0% | 2.94% | -2.2% |
| Q4 2021 | $73,824,000 | +21.0% | 230,053 | +9.4% | 3.00% | +6.7% |
| Q3 2021 | $60,996,000 | +6.5% | 210,208 | +5.3% | 2.81% | +6.6% |
| Q2 2021 | $57,269,000 | +21.5% | 199,676 | +8.9% | 2.64% | +5.9% |
| Q1 2021 | $47,124,000 | +134.8% | 183,333 | +131.4% | 2.49% | +72.8% |
| Q4 2020 | $20,069,000 | +3.8% | 79,218 | -6.8% | 1.44% | -14.3% |
| Q3 2020 | $19,343,000 | +12.3% | 84,983 | -0.3% | 1.68% | +2.9% |
| Q2 2020 | $17,225,000 | +29.9% | 85,234 | +0.7% | 1.64% | +18.6% |
| Q1 2020 | $13,260,000 | -10.8% | 84,626 | +3.7% | 1.38% | +10.6% |
| Q4 2019 | $14,871,000 | -0.0% | 81,633 | -8.8% | 1.25% | -10.4% |
| Q3 2019 | $14,876,000 | -0.5% | 89,464 | -2.2% | 1.39% | -5.5% |
| Q2 2019 | $14,945,000 | -0.1% | 91,468 | -4.3% | 1.47% | -5.8% |
| Q1 2019 | $14,954,000 | +27.3% | 95,602 | +9.3% | 1.56% | +11.6% |
| Q4 2018 | $11,747,000 | -15.7% | 87,449 | +1.0% | 1.40% | -1.8% |
| Q3 2018 | $13,940,000 | +46.9% | 86,562 | -16.6% | 1.43% | +37.2% |
| Q2 2018 | $9,492,000 | +24.1% | 103,804 | +92.5% | 1.04% | +2.0% |
| Q1 2018 | $7,649,000 | +271.5% | 53,912 | +268.3% | 1.02% | +227.7% |
| Q4 2017 | $2,059,000 | +8.1% | 14,640 | +2.1% | 0.31% | +5.1% |
| Q3 2017 | $1,904,000 | +4.5% | 14,339 | 0.0% | 0.30% | -0.3% |
| Q2 2017 | $1,822,000 | +4571.8% | 14,339 | +3595.6% | 0.30% | +2600.0% |
| Q3 2015 | $39,000 | – | 388 | – | 0.01% | – |
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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% |