VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,675,088 | -3.0% | 20,841 | +0.8% | 0.44% | -4.1% |
| Q2 2023 | $5,848,666 | +17.9% | 20,670 | +4.0% | 0.46% | +12.5% |
| Q1 2023 | $4,958,880 | +16.5% | 19,880 | -0.5% | 0.41% | +6.8% |
| Q4 2022 | $4,256,402 | -0.8% | 19,973 | -0.4% | 0.38% | -12.8% |
| Q3 2022 | $4,290,000 | -0.9% | 20,050 | +3.2% | 0.44% | +2.8% |
| Q2 2022 | $4,330,000 | -23.2% | 19,425 | -0.9% | 0.43% | -16.8% |
| Q1 2022 | $5,635,000 | -11.6% | 19,592 | -1.4% | 0.51% | -10.6% |
| Q4 2021 | $6,377,000 | +73.7% | 19,871 | +49.0% | 0.57% | +31.1% |
| Q3 2021 | $3,672,000 | -3.6% | 13,340 | +0.4% | 0.44% | +18.1% |
| Q2 2021 | $3,810,000 | +24.1% | 13,285 | +11.2% | 0.37% | +17.8% |
| Q1 2021 | $3,070,000 | +117.1% | 11,942 | +113.9% | 0.31% | +102.6% |
| Q4 2020 | $1,414,000 | +72.9% | 5,582 | +55.4% | 0.16% | +53.5% |
| Q3 2020 | $818,000 | +12.8% | 3,593 | +0.1% | 0.10% | +5.2% |
| Q2 2020 | $725,000 | +21.8% | 3,589 | -5.4% | 0.10% | +3.2% |
| Q1 2020 | $595,000 | -20.9% | 3,795 | -8.1% | 0.09% | -10.6% |
| Q4 2019 | $752,000 | +38.7% | 4,128 | +26.7% | 0.10% | +33.3% |
| Q3 2019 | $542,000 | +355.5% | 3,259 | +348.9% | 0.08% | +333.3% |
| Q2 2019 | $119,000 | +14.4% | 726 | +9.0% | 0.02% | +12.5% |
| Q1 2019 | $104,000 | -28.3% | 666 | -31.4% | 0.02% | -33.3% |
| Q2 2018 | $145,000 | +5.1% | 971 | 0.0% | 0.02% | +9.1% |
| Q1 2018 | $138,000 | +0.7% | 971 | 0.0% | 0.02% | +4.8% |
| Q4 2017 | $137,000 | – | 971 | – | 0.02% | – |
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% |