VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 362 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 0.67 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,642,226 | -4.1% | 61,115 | -0.4% | 0.88% | -7.8% |
| Q2 2023 | $17,355,635 | +14.0% | 61,336 | +0.5% | 0.95% | +6.1% |
| Q1 2023 | $15,218,834 | +23.1% | 61,012 | +5.2% | 0.90% | +19.4% |
| Q4 2022 | $12,358,995 | +7.4% | 57,994 | +7.8% | 0.75% | -5.3% |
| Q3 2022 | $11,509,000 | +1.7% | 53,794 | +5.9% | 0.79% | +5.6% |
| Q2 2022 | $11,318,000 | -20.0% | 50,780 | +3.2% | 0.75% | -8.7% |
| Q1 2022 | $14,145,000 | +13.6% | 49,182 | +14.6% | 0.82% | +3.3% |
| Q4 2021 | $12,455,000 | 0.0% | 42,924 | 0.0% | 0.80% | 0.0% |
| Q3 2021 | $12,455,000 | +0.7% | 42,924 | -0.5% | 0.80% | +1.0% |
| Q2 2021 | $12,369,000 | +11.7% | 43,127 | +0.1% | 0.79% | +5.9% |
| Q1 2021 | $11,076,000 | +2.6% | 43,089 | +1.1% | 0.75% | -21.0% |
| Q4 2020 | $10,795,000 | +11.9% | 42,611 | +0.6% | 0.94% | -4.5% |
| Q3 2020 | $9,643,000 | +13.4% | 42,368 | +0.7% | 0.99% | +4.4% |
| Q2 2020 | $8,502,000 | +42.9% | 42,068 | +10.8% | 0.95% | +18.4% |
| Q1 2020 | $5,949,000 | +3.0% | 37,966 | +19.7% | 0.80% | +23.5% |
| Q4 2019 | $5,776,000 | +20.9% | 31,707 | +10.4% | 0.65% | +11.4% |
| Q3 2019 | $4,776,000 | +9.2% | 28,723 | +7.3% | 0.58% | +7.8% |
| Q2 2019 | $4,372,000 | +12.7% | 26,757 | +7.8% | 0.54% | +6.9% |
| Q1 2019 | $3,881,000 | +82.7% | 24,811 | +56.9% | 0.50% | +58.0% |
| Q4 2018 | $2,124,000 | -11.1% | 15,813 | +6.6% | 0.32% | -0.6% |
| Q3 2018 | $2,390,000 | +9.7% | 14,840 | +2.1% | 0.32% | +3.2% |
| Q2 2018 | $2,178,000 | +7.7% | 14,537 | +1.9% | 0.31% | +5.1% |
| Q1 2018 | $2,023,000 | +3.3% | 14,262 | +2.4% | 0.30% | +5.3% |
| Q4 2017 | $1,958,000 | +12.8% | 13,922 | +6.5% | 0.28% | +5.6% |
| Q3 2017 | $1,736,000 | +7.8% | 13,077 | +3.2% | 0.27% | +4.7% |
| Q2 2017 | $1,610,000 | +5.9% | 12,672 | +1.5% | 0.25% | +4.1% |
| Q1 2017 | $1,520,000 | +42.5% | 12,490 | +30.4% | 0.24% | +38.6% |
| Q4 2016 | $1,067,000 | +5.6% | 9,575 | +6.4% | 0.18% | -2.2% |
| Q3 2016 | $1,010,000 | +2.4% | 8,997 | -2.2% | 0.18% | +1.1% |
| Q2 2016 | $986,000 | +32.0% | 9,198 | +31.0% | 0.18% | +23.6% |
| Q1 2016 | $747,000 | +6.6% | 7,020 | +6.5% | 0.14% | -4.0% |
| Q4 2015 | $701,000 | +38.3% | 6,590 | +30.4% | 0.15% | +24.0% |
| Q3 2015 | $507,000 | -6.3% | 5,055 | 0.0% | 0.12% | -2.4% |
| Q2 2015 | $541,000 | +2.3% | 5,055 | 0.0% | 0.12% | +1.6% |
| Q1 2015 | $529,000 | +0.2% | 5,055 | 0.0% | 0.12% | -4.7% |
| Q4 2014 | $528,000 | +4.8% | 5,055 | 0.0% | 0.13% | +0.8% |
| Q3 2014 | $504,000 | -1.8% | 5,055 | -2.5% | 0.13% | +3.3% |
| Q2 2014 | $513,000 | +5.8% | 5,185 | 0.0% | 0.12% | +3.4% |
| Q1 2014 | $485,000 | -0.4% | 5,185 | -1.0% | 0.12% | +0.8% |
| Q4 2013 | $487,000 | +8.5% | 5,235 | -1.3% | 0.12% | +0.9% |
| Q3 2013 | $449,000 | – | 5,305 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fee-Only Financial Planning, L.C. | 122,751 | $33,426,189 | 26.93% |
| Jentner Corp | 158,119 | $43,057,399 | 26.77% |
| MCIA Inc | 243,241 | $70,170,103 | 26.32% |
| Axiom Advisory, LLC | 102,920 | $28,026,060 | 25.23% |
| Safeguard Financial, LLC | 188,009 | $51,196,630 | 24.70% |
| Dougherty Wealth Advisers LLC | 77,821 | $21,191,437 | 24.54% |
| Mill Creek Capital Advisors, LLC | 2,486,308 | $677,046,526 | 22.50% |
| Retirement Investment Advisors, Inc. | 813,010 | $221,390,753 | 20.16% |
| TL Private Wealth | 125,841 | $35,132,387 | 20.13% |
| STEVENS CAPITAL PARTNERS | 89,532 | $24,380,480 | 19.56% |