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 | $3,989 | +7.1% | 14,647 | +11.3% | 0.62% | +9.6% |
| Q2 2023 | $3,724 | -99.9% | 13,161 | -0.5% | 0.56% | +4.4% |
| Q1 2023 | $3,297,846 | +34.3% | 13,221 | +14.7% | 0.54% | +24.1% |
| Q4 2022 | $2,456,306 | +4.8% | 11,526 | +5.3% | 0.44% | -10.7% |
| Q3 2022 | $2,343,000 | -1.0% | 10,951 | +3.2% | 0.49% | +1.7% |
| Q2 2022 | $2,366,000 | -21.8% | 10,616 | +0.9% | 0.48% | -12.4% |
| Q1 2022 | $3,027,000 | -9.8% | 10,526 | +0.6% | 0.55% | -9.9% |
| Q4 2021 | $3,357,000 | +11.2% | 10,461 | +0.6% | 0.61% | +1.2% |
| Q3 2021 | $3,018,000 | -4.1% | 10,401 | -5.2% | 0.60% | -3.7% |
| Q2 2021 | $3,147,000 | +9.8% | 10,971 | -1.6% | 0.62% | +3.0% |
| Q1 2021 | $2,865,000 | -0.4% | 11,146 | -1.8% | 0.60% | -9.7% |
| Q4 2020 | $2,877,000 | +14.1% | 11,356 | +2.5% | 0.67% | -3.5% |
| Q3 2020 | $2,522,000 | +12.8% | 11,081 | +0.2% | 0.69% | +9.6% |
| Q2 2020 | $2,235,000 | +16.1% | 11,061 | -10.0% | 0.63% | -0.6% |
| Q1 2020 | $1,925,000 | -13.0% | 12,285 | +1.1% | 0.64% | +14.2% |
| Q4 2019 | $2,213,000 | +15.5% | 12,150 | +5.5% | 0.56% | +6.7% |
| Q3 2019 | $1,916,000 | +37.6% | 11,520 | +35.2% | 0.52% | +38.4% |
| Q2 2019 | $1,392,000 | +7.2% | 8,520 | +2.7% | 0.38% | +4.7% |
| Q1 2019 | $1,298,000 | +55.8% | 8,300 | +33.9% | 0.36% | +35.7% |
| Q4 2018 | $833,000 | -16.5% | 6,200 | 0.0% | 0.27% | -1.1% |
| Q3 2018 | $998,000 | +5.7% | 6,200 | -1.6% | 0.27% | 0.0% |
| Q2 2018 | $944,000 | +5.4% | 6,300 | -0.2% | 0.27% | +4.7% |
| Q1 2018 | $896,000 | -44.7% | 6,315 | -45.2% | 0.26% | -44.5% |
| Q4 2017 | $1,621,000 | -0.1% | 11,525 | -5.7% | 0.46% | +1.1% |
| Q3 2017 | $1,623,000 | -20.9% | 12,225 | -24.3% | 0.46% | -18.8% |
| Q2 2017 | $2,051,000 | +7.0% | 16,145 | +2.5% | 0.56% | +3.7% |
| Q1 2017 | $1,916,000 | +124.9% | 15,745 | +106.0% | 0.54% | +112.5% |
| Q4 2016 | $852,000 | -13.1% | 7,645 | -12.4% | 0.26% | -22.0% |
| Q3 2016 | $980,000 | +2.4% | 8,725 | -2.2% | 0.33% | +2.8% |
| Q2 2016 | $957,000 | +8.0% | 8,925 | +7.2% | 0.32% | +6.0% |
| Q1 2016 | $886,000 | 0.0% | 8,325 | 0.0% | 0.30% | -4.1% |
| Q4 2015 | $886,000 | +20.4% | 8,325 | +13.4% | 0.31% | +10.6% |
| Q3 2015 | $736,000 | -7.3% | 7,340 | -1.0% | 0.28% | -2.1% |
| Q2 2015 | $794,000 | +23.5% | 7,416 | +20.7% | 0.29% | +22.9% |
| Q1 2015 | $643,000 | -2.9% | 6,146 | -3.2% | 0.24% | -8.2% |
| Q4 2014 | $662,000 | -20.4% | 6,346 | -24.0% | 0.26% | -25.5% |
| Q3 2014 | $832,000 | +2.0% | 8,346 | +1.2% | 0.34% | +5.8% |
| Q2 2014 | $816,000 | +5.8% | 8,250 | 0.0% | 0.33% | +8.3% |
| Q1 2014 | $771,000 | -1.9% | 8,250 | -2.4% | 0.30% | -0.3% |
| Q4 2013 | $786,000 | -5.2% | 8,450 | -13.8% | 0.30% | -12.0% |
| Q3 2013 | $829,000 | -10.1% | 9,800 | -16.9% | 0.34% | -8.5% |
| Q2 2013 | $922,000 | – | 11,800 | – | 0.38% | – |
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% |