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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $776,000 | +9.1% | 2,418 | -1.3% | 0.06% | -3.3% |
| Q3 2021 | $711,000 | +23.4% | 2,451 | +22.1% | 0.06% | +27.7% |
| Q2 2021 | $576,000 | +14.7% | 2,007 | +2.8% | 0.05% | +6.8% |
| Q1 2021 | $502,000 | +0.4% | 1,953 | -1.1% | 0.04% | -6.4% |
| Q4 2020 | $500,000 | +10.9% | 1,975 | -0.3% | 0.05% | -2.1% |
| Q3 2020 | $451,000 | +25.3% | 1,980 | +11.0% | 0.05% | +14.3% |
| Q2 2020 | $360,000 | +24.6% | 1,783 | -3.3% | 0.04% | 0.0% |
| Q1 2020 | $289,000 | -16.5% | 1,843 | -3.1% | 0.04% | +7.7% |
| Q4 2019 | $346,000 | +16.1% | 1,902 | +6.2% | 0.04% | +5.4% |
| Q3 2019 | $298,000 | -0.7% | 1,791 | -2.6% | 0.04% | -2.6% |
| Q2 2019 | $300,000 | +14.1% | 1,839 | +9.5% | 0.04% | +11.8% |
| Q1 2019 | $263,000 | -26.1% | 1,680 | -36.6% | 0.03% | -34.6% |
| Q4 2018 | $356,000 | -18.2% | 2,649 | -1.9% | 0.05% | -10.3% |
| Q3 2018 | $435,000 | -3.5% | 2,701 | -10.4% | 0.06% | -9.4% |
| Q2 2018 | $451,000 | +4.9% | 3,013 | -0.5% | 0.06% | +6.7% |
| Q1 2018 | $430,000 | -12.8% | 3,028 | -13.5% | 0.06% | -14.3% |
| Q4 2017 | $493,000 | -64.1% | 3,502 | -66.2% | 0.07% | -66.0% |
| Q3 2017 | $1,375,000 | -2.9% | 10,357 | -7.1% | 0.21% | -5.1% |
| Q2 2017 | $1,416,000 | +7.4% | 11,148 | +2.9% | 0.22% | +2.4% |
| Q1 2017 | $1,318,000 | +20.3% | 10,833 | +10.2% | 0.21% | +12.2% |
| Q4 2016 | $1,096,000 | -3.1% | 9,831 | -2.4% | 0.19% | -6.0% |
| Q3 2016 | $1,131,000 | +15.5% | 10,070 | +10.2% | 0.20% | +11.7% |
| Q2 2016 | $979,000 | +10.0% | 9,135 | +9.2% | 0.18% | +18.4% |
| Q1 2016 | $890,000 | +7.2% | 8,364 | +7.3% | 0.15% | +4.1% |
| Q4 2015 | $830,000 | +2.3% | 7,798 | -3.6% | 0.15% | -0.7% |
| Q3 2015 | $811,000 | +10.5% | 8,091 | +18.0% | 0.15% | +15.7% |
| Q2 2015 | $734,000 | +19.0% | 6,855 | +16.3% | 0.13% | +16.5% |
| Q1 2015 | $617,000 | +1064.2% | 5,894 | +937.7% | 0.11% | +738.5% |
| Q1 2014 | $53,000 | -5.4% | 568 | -5.5% | 0.01% | -7.1% |
| Q4 2013 | $56,000 | +1766.7% | 601 | +1721.2% | 0.01% | +1300.0% |
| Q3 2013 | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $3,000 | – | 33 | – | 0.00% | – |
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% |