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 | $1,330,779 | -3.8% | 4,887 | 0.0% | 0.03% | -3.1% |
| Q2 2023 | $1,382,826 | +22.6% | 4,887 | +8.1% | 0.03% | +14.3% |
| Q1 2023 | $1,127,718 | +22.8% | 4,521 | +4.9% | 0.03% | +3.7% |
| Q4 2022 | $918,504 | -12.5% | 4,310 | -12.2% | 0.03% | -25.0% |
| Q3 2022 | $1,050,000 | -4.0% | 4,910 | 0.0% | 0.04% | -7.7% |
| Q2 2022 | $1,094,000 | -22.5% | 4,910 | 0.0% | 0.04% | -11.4% |
| Q1 2022 | $1,412,000 | -10.5% | 4,910 | -0.1% | 0.04% | -6.4% |
| Q4 2021 | $1,578,000 | +10.7% | 4,917 | +0.1% | 0.05% | -2.1% |
| Q3 2021 | $1,425,000 | +1.2% | 4,910 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $1,408,000 | +11.6% | 4,910 | 0.0% | 0.05% | +4.3% |
| Q1 2021 | $1,262,000 | +1.4% | 4,910 | 0.0% | 0.05% | -4.1% |
| Q4 2020 | $1,244,000 | +11.3% | 4,910 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $1,118,000 | +12.7% | 4,910 | 0.0% | 0.05% | +4.3% |
| Q2 2020 | $992,000 | +10.2% | 4,910 | -14.5% | 0.05% | -9.6% |
| Q1 2020 | $900,000 | +0.7% | 5,742 | +16.9% | 0.05% | +26.8% |
| Q4 2019 | $894,000 | +9.6% | 4,910 | 0.0% | 0.04% | +7.9% |
| Q3 2019 | $816,000 | -19.2% | 4,910 | -20.6% | 0.04% | -20.8% |
| Q2 2019 | $1,010,000 | +4.4% | 6,180 | 0.0% | 0.05% | -4.0% |
| Q1 2019 | $967,000 | +23.3% | 6,180 | +5.8% | 0.05% | +11.1% |
| Q4 2018 | $784,000 | -2.1% | 5,839 | +17.4% | 0.04% | +7.1% |
| Q3 2018 | $801,000 | +24.0% | 4,972 | +15.4% | 0.04% | +16.7% |
| Q2 2018 | $646,000 | +5.6% | 4,310 | 0.0% | 0.04% | +5.9% |
| Q1 2018 | $612,000 | +1.0% | 4,310 | 0.0% | 0.03% | +3.0% |
| Q4 2017 | $606,000 | +4.1% | 4,310 | -1.7% | 0.03% | +3.1% |
| Q3 2017 | $582,000 | +0.7% | 4,384 | -0.7% | 0.03% | -23.8% |
| Q2 2017 | $578,000 | -23.2% | 4,414 | -28.7% | 0.04% | -20.8% |
| Q1 2017 | $753,000 | +53.0% | 6,189 | +40.2% | 0.05% | +39.5% |
| Q4 2016 | $492,000 | +1.0% | 4,414 | +1.7% | 0.04% | -5.0% |
| Q3 2016 | $487,000 | +4.7% | 4,340 | 0.0% | 0.04% | +2.6% |
| Q2 2016 | $465,000 | +0.6% | 4,340 | 0.0% | 0.04% | -4.9% |
| Q1 2016 | $462,000 | -5.7% | 4,340 | -5.8% | 0.04% | -14.6% |
| Q4 2015 | $490,000 | +12.6% | 4,608 | +6.2% | 0.05% | +4.3% |
| Q3 2015 | $435,000 | -6.5% | 4,340 | 0.0% | 0.05% | +2.2% |
| Q2 2015 | $465,000 | +2.4% | 4,340 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $454,000 | +0.2% | 4,340 | 0.0% | 0.04% | -13.5% |
| Q4 2014 | $453,000 | +4.6% | 4,340 | 0.0% | 0.05% | +2.0% |
| Q3 2014 | $433,000 | +0.9% | 4,340 | 0.0% | 0.05% | 0.0% |
| Q2 2014 | $429,000 | +5.7% | 4,340 | 0.0% | 0.05% | +6.2% |
| Q1 2014 | $406,000 | +0.5% | 4,340 | 0.0% | 0.05% | +6.7% |
| Q4 2013 | $404,000 | +10.1% | 4,340 | 0.0% | 0.04% | 0.0% |
| Q3 2013 | $367,000 | +8.3% | 4,340 | 0.0% | 0.04% | -2.2% |
| Q2 2013 | $339,000 | – | 4,340 | – | 0.05% | – |
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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% |