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 | $1,038,863 | -4.9% | 3,815 | -1.2% | 0.09% | 0.0% |
| Q2 2023 | $1,092,226 | +11.1% | 3,860 | -2.0% | 0.09% | 0.0% |
| Q1 2023 | $982,794 | +12.6% | 3,940 | -3.8% | 0.09% | 0.0% |
| Q4 2022 | $872,685 | +3.0% | 4,095 | +3.4% | 0.09% | -2.2% |
| Q3 2022 | $847,000 | -6.3% | 3,960 | -2.3% | 0.09% | 0.0% |
| Q2 2022 | $904,000 | -24.1% | 4,055 | -2.1% | 0.09% | -5.3% |
| Q1 2022 | $1,191,000 | -14.7% | 4,140 | -4.8% | 0.09% | -6.0% |
| Q4 2021 | $1,396,000 | +10.6% | 4,350 | 0.0% | 0.10% | -2.9% |
| Q3 2021 | $1,262,000 | 0.0% | 4,350 | -1.1% | 0.10% | -3.7% |
| Q2 2021 | $1,262,000 | +7.9% | 4,400 | -3.3% | 0.11% | -4.5% |
| Q1 2021 | $1,170,000 | +0.2% | 4,550 | -1.3% | 0.11% | -2.6% |
| Q4 2020 | $1,168,000 | +11.3% | 4,610 | 0.0% | 0.12% | +1.8% |
| Q3 2020 | $1,049,000 | +12.6% | 4,610 | 0.0% | 0.11% | +0.9% |
| Q2 2020 | $932,000 | +29.1% | 4,610 | 0.0% | 0.11% | +8.7% |
| Q1 2020 | $722,000 | -16.3% | 4,610 | -2.6% | 0.10% | 0.0% |
| Q4 2019 | $863,000 | +9.4% | 4,735 | -0.2% | 0.10% | +3.0% |
| Q3 2019 | $789,000 | +0.5% | 4,745 | -1.2% | 0.10% | -2.0% |
| Q2 2019 | $785,000 | +2.2% | 4,805 | -2.1% | 0.10% | -1.9% |
| Q1 2019 | $768,000 | +11.0% | 4,910 | -4.7% | 0.10% | -2.8% |
| Q4 2018 | $692,000 | -16.5% | 5,150 | 0.0% | 0.11% | -3.6% |
| Q3 2018 | $829,000 | +5.9% | 5,150 | -1.4% | 0.11% | -4.3% |
| Q2 2018 | $783,000 | +2.6% | 5,225 | -2.8% | 0.12% | -2.5% |
| Q1 2018 | $763,000 | -3.2% | 5,375 | -4.0% | 0.12% | -3.3% |
| Q4 2017 | $788,000 | +5.1% | 5,600 | -0.9% | 0.12% | -1.6% |
| Q3 2017 | $750,000 | +3.6% | 5,650 | -0.9% | 0.12% | +0.8% |
| Q2 2017 | $724,000 | +5.4% | 5,700 | +0.9% | 0.12% | +5.1% |
| Q1 2017 | $687,000 | +10.1% | 5,650 | +0.9% | 0.12% | +4.4% |
| Q4 2016 | $624,000 | +1.0% | 5,600 | +1.8% | 0.11% | 0.0% |
| Q3 2016 | $618,000 | +4.7% | 5,500 | 0.0% | 0.11% | +3.7% |
| Q2 2016 | $590,000 | -1.0% | 5,500 | -1.8% | 0.11% | -1.8% |
| Q1 2016 | $596,000 | 0.0% | 5,600 | +900.0% | 0.11% | -0.9% |
| Q4 2015 | $596,000 | +10.0% | 560 | -89.6% | 0.11% | +4.7% |
| Q3 2015 | $542,000 | +5.4% | 5,400 | +12.5% | 0.11% | +10.3% |
| Q2 2015 | $514,000 | +21.8% | 4,800 | +23.1% | 0.10% | +22.8% |
| Q1 2015 | $422,000 | +6.3% | 3,900 | +2.6% | 0.08% | +5.3% |
| Q4 2014 | $397,000 | +4.7% | 3,800 | 0.0% | 0.08% | -1.3% |
| Q3 2014 | $379,000 | +0.8% | 3,800 | 0.0% | 0.08% | +1.3% |
| Q2 2014 | $376,000 | +5.9% | 3,800 | 0.0% | 0.08% | +1.4% |
| Q1 2014 | $355,000 | +3.2% | 3,800 | +2.7% | 0.07% | +1.4% |
| Q4 2013 | $344,000 | +9.9% | 3,700 | 0.0% | 0.07% | +1.4% |
| Q3 2013 | $313,000 | +8.3% | 3,700 | 0.0% | 0.07% | +2.9% |
| Q2 2013 | $289,000 | – | 3,700 | – | 0.07% | – |
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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% |