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 | $6,509,822 | -9.2% | 23,907 | -5.6% | 3.03% | -4.9% |
| Q2 2023 | $7,167,031 | +11.4% | 25,330 | -1.8% | 3.18% | +5.5% |
| Q1 2023 | $6,431,987 | +15.6% | 25,786 | -1.3% | 3.02% | +11.0% |
| Q4 2022 | $5,566,104 | -0.2% | 26,119 | +0.2% | 2.72% | -3.2% |
| Q3 2022 | $5,580,000 | -1.6% | 26,079 | +2.6% | 2.81% | +7.7% |
| Q2 2022 | $5,668,000 | -18.0% | 25,429 | +5.8% | 2.60% | -4.1% |
| Q1 2022 | $6,911,000 | +4.3% | 24,031 | +16.4% | 2.72% | +11.0% |
| Q4 2021 | $6,626,000 | +16.4% | 20,648 | +5.3% | 2.45% | +5.5% |
| Q3 2021 | $5,690,000 | +6.0% | 19,610 | +4.8% | 2.32% | +3.3% |
| Q2 2021 | $5,366,000 | +10.8% | 18,710 | -0.7% | 2.24% | +8.5% |
| Q1 2021 | $4,843,000 | +0.7% | 18,843 | -0.8% | 2.07% | -10.9% |
| Q4 2020 | $4,810,000 | +4.0% | 18,986 | -6.5% | 2.32% | -10.3% |
| Q3 2020 | $4,623,000 | +3.7% | 20,310 | -8.0% | 2.59% | -1.9% |
| Q2 2020 | $4,460,000 | +11.3% | 22,071 | -13.7% | 2.64% | -7.8% |
| Q1 2020 | $4,006,000 | -6.6% | 25,568 | +8.6% | 2.86% | +15.8% |
| Q4 2019 | $4,290,000 | +14.9% | 23,548 | +4.8% | 2.47% | +5.4% |
| Q3 2019 | $3,735,000 | -13.8% | 22,461 | -15.3% | 2.34% | -8.4% |
| Q2 2019 | $4,332,000 | +11.6% | 26,514 | +6.9% | 2.56% | +6.9% |
| Q1 2019 | $3,881,000 | +30.0% | 24,809 | +11.6% | 2.39% | +14.3% |
| Q4 2018 | $2,986,000 | +6.9% | 22,226 | +28.2% | 2.10% | +19.7% |
| Q3 2018 | $2,793,000 | +14.4% | 17,343 | +6.5% | 1.75% | +8.2% |
| Q2 2018 | $2,441,000 | +14.7% | 16,292 | +8.6% | 1.62% | +15.5% |
| Q1 2018 | $2,129,000 | +26.1% | 15,007 | +25.0% | 1.40% | +27.0% |
| Q4 2017 | $1,689,000 | +5.3% | 12,009 | -0.6% | 1.10% | +2.6% |
| Q3 2017 | $1,604,000 | +33.4% | 12,086 | +27.7% | 1.07% | +31.8% |
| Q2 2017 | $1,202,000 | +128.5% | 9,465 | +118.8% | 0.82% | +120.9% |
| Q1 2017 | $526,000 | – | 4,325 | – | 0.37% | – |
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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% |