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 | $283 | -4.1% | 1,041 | 0.0% | 0.06% | -3.3% |
| Q2 2023 | $295 | +32.9% | 1,041 | 0.0% | 0.06% | +29.8% |
| Q1 2023 | $222 | 0.0% | 1,041 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $222 | -99.9% | 1,041 | -1.4% | 0.05% | -9.6% |
| Q3 2022 | $226,000 | -3.8% | 1,056 | 0.0% | 0.05% | +2.0% |
| Q2 2022 | $235,000 | -6.7% | 1,056 | +20.7% | 0.05% | +6.2% |
| Q1 2022 | $252,000 | -10.3% | 875 | 0.0% | 0.05% | -7.7% |
| Q4 2021 | $281,000 | +7.7% | 875 | -2.8% | 0.05% | -1.9% |
| Q3 2021 | $261,000 | +0.8% | 900 | -0.3% | 0.05% | +3.9% |
| Q2 2021 | $259,000 | +12.1% | 903 | +0.3% | 0.05% | +15.9% |
| Q1 2021 | $231,000 | +0.9% | 900 | -0.4% | 0.04% | 0.0% |
| Q4 2020 | $229,000 | +11.7% | 904 | +0.4% | 0.04% | -10.2% |
| Q3 2020 | $205,000 | +12.6% | 900 | 0.0% | 0.05% | +28.9% |
| Q2 2020 | $182,000 | -52.0% | 900 | -62.8% | 0.04% | -59.1% |
| Q1 2020 | $379,000 | -13.9% | 2,418 | 0.0% | 0.09% | +31.0% |
| Q4 2019 | $440,000 | +7.3% | 2,418 | -2.0% | 0.07% | +7.6% |
| Q3 2019 | $410,000 | +1.7% | 2,468 | 0.0% | 0.07% | +3.1% |
| Q2 2019 | $403,000 | -5.2% | 2,468 | -9.2% | 0.06% | -7.2% |
| Q1 2019 | $425,000 | +16.4% | 2,718 | 0.0% | 0.07% | +7.8% |
| Q4 2018 | $365,000 | -16.7% | 2,718 | 0.0% | 0.06% | +14.3% |
| Q3 2018 | $438,000 | +88.8% | 2,718 | +75.4% | 0.06% | +86.7% |
| Q2 2018 | $232,000 | -25.6% | 1,550 | -29.5% | 0.03% | +100.0% |
| Q1 2018 | $312,000 | +1.0% | 2,200 | 0.0% | 0.02% | +7.1% |
| Q4 2017 | $309,000 | -5.5% | 2,200 | -10.7% | 0.01% | +7.7% |
| Q3 2017 | $327,000 | +4.5% | 2,464 | 0.0% | 0.01% | +8.3% |
| Q2 2017 | $313,000 | – | 2,464 | – | 0.01% | – |
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% |