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 | $320,509 | +23.1% | 1,177 | +27.9% | 0.04% | +28.6% |
| Q2 2023 | $260,323 | +12.2% | 920 | -1.1% | 0.03% | +3.7% |
| Q1 2023 | $231,979 | -7.2% | 930 | +6.9% | 0.03% | +8.0% |
| Q1 2022 | $250,000 | -13.5% | 870 | -3.3% | 0.02% | -10.7% |
| Q4 2021 | $289,000 | +10.7% | 900 | 0.0% | 0.03% | +3.7% |
| Q3 2021 | $261,000 | +1.2% | 900 | 0.0% | 0.03% | +3.8% |
| Q2 2021 | $258,000 | +11.7% | 900 | 0.0% | 0.03% | +4.0% |
| Q1 2021 | $231,000 | +1.3% | 900 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $228,000 | +11.2% | 900 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $205,000 | +69.4% | 900 | 0.0% | 0.03% | +62.5% |
| Q4 2018 | $121,000 | -16.6% | 900 | 0.0% | 0.02% | -5.9% |
| Q3 2018 | $145,000 | +7.4% | 900 | 0.0% | 0.02% | +6.2% |
| Q2 2018 | $135,000 | +5.5% | 900 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $128,000 | -58.6% | 900 | -59.1% | 0.02% | -56.8% |
| Q4 2017 | $309,000 | +5.8% | 2,200 | 0.0% | 0.04% | -5.1% |
| Q3 2017 | $292,000 | +4.7% | 2,200 | 0.0% | 0.04% | -2.5% |
| Q2 2017 | $279,000 | +4.1% | 2,200 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $268,000 | -20.7% | 2,200 | -27.4% | 0.04% | -33.3% |
| Q4 2016 | $338,000 | -0.6% | 3,030 | 0.0% | 0.06% | -1.6% |
| Q3 2016 | $340,000 | +4.6% | 3,030 | 0.0% | 0.06% | +3.4% |
| Q2 2016 | $325,000 | +0.6% | 3,030 | 0.0% | 0.06% | +3.5% |
| Q1 2016 | $323,000 | -24.9% | 3,030 | -25.1% | 0.06% | -26.0% |
| Q4 2015 | $430,000 | +168.8% | 4,045 | +152.8% | 0.08% | +148.4% |
| Q3 2015 | $160,000 | -6.4% | 1,600 | 0.0% | 0.03% | +3.3% |
| Q2 2015 | $171,000 | – | 1,600 | – | 0.03% | – |
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% |