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 | $6,323 | -3.8% | 23,220 | 0.0% | 2.93% | +2.1% |
| Q2 2023 | $6,570 | +21.4% | 23,220 | -8.5% | 2.88% | +5.3% |
| Q4 2022 | $5,411 | -99.9% | 25,390 | 0.0% | 2.73% | -9.8% |
| Q3 2022 | $5,432,000 | -4.0% | 25,390 | 0.0% | 3.03% | +10.1% |
| Q2 2022 | $5,659,000 | -22.5% | 25,390 | 0.0% | 2.75% | -2.8% |
| Q1 2022 | $7,302,000 | -10.4% | 25,390 | 0.0% | 2.83% | +1.6% |
| Q4 2021 | $8,148,000 | +10.6% | 25,390 | 0.0% | 2.79% | +2.0% |
| Q3 2021 | $7,367,000 | +1.0% | 25,390 | -0.1% | 2.73% | +4.2% |
| Q2 2021 | $7,291,000 | +11.6% | 25,420 | 0.0% | 2.62% | +4.0% |
| Q1 2021 | $6,534,000 | +1.5% | 25,420 | 0.0% | 2.52% | -3.5% |
| Q4 2020 | $6,440,000 | +11.3% | 25,420 | 0.0% | 2.61% | -3.0% |
| Q3 2020 | $5,786,000 | +12.6% | 25,420 | 0.0% | 2.70% | +5.5% |
| Q2 2020 | $5,137,000 | +24.1% | 25,420 | -3.8% | 2.56% | -7.2% |
| Q1 2020 | $4,140,000 | -14.4% | 26,420 | -0.5% | 2.75% | +21.8% |
| Q4 2019 | $4,839,000 | +9.6% | 26,565 | 0.0% | 2.26% | -0.8% |
| Q3 2019 | $4,417,000 | +5.7% | 26,565 | +3.9% | 2.28% | +3.0% |
| Q2 2019 | $4,177,000 | +4.5% | 25,565 | 0.0% | 2.21% | +8.6% |
| Q1 2019 | $3,999,000 | +18.3% | 25,565 | +1.6% | 2.04% | -4.5% |
| Q4 2018 | $3,380,000 | -16.6% | 25,165 | 0.0% | 2.13% | +12.7% |
| Q3 2018 | $4,053,000 | +5.0% | 25,165 | -2.3% | 1.89% | +2.8% |
| Q2 2018 | $3,860,000 | +10.8% | 25,765 | +4.9% | 1.84% | +13.2% |
| Q1 2018 | $3,485,000 | +1.3% | 24,565 | +0.5% | 1.63% | +3.4% |
| Q4 2017 | $3,439,000 | +30.2% | 24,450 | +22.9% | 1.57% | +26.4% |
| Q3 2017 | $2,642,000 | +16.2% | 19,900 | +11.2% | 1.24% | +14.2% |
| Q2 2017 | $2,274,000 | +37.4% | 17,900 | +31.6% | 1.09% | +23.8% |
| Q1 2017 | $1,655,000 | +190.9% | 13,600 | +166.7% | 0.88% | +181.2% |
| Q4 2016 | $569,000 | -0.7% | 5,100 | 0.0% | 0.31% | -3.7% |
| Q3 2016 | $573,000 | +4.8% | 5,100 | 0.0% | 0.32% | +1.9% |
| Q2 2016 | $547,000 | +0.7% | 5,100 | 0.0% | 0.32% | -2.1% |
| Q1 2016 | $543,000 | 0.0% | 5,100 | 0.0% | 0.33% | +5.8% |
| Q4 2015 | $543,000 | +6.3% | 5,100 | 0.0% | 0.31% | -8.6% |
| Q3 2015 | $511,000 | -6.4% | 5,100 | 0.0% | 0.34% | +15.4% |
| Q2 2015 | $546,000 | +2.2% | 5,100 | 0.0% | 0.29% | +6.6% |
| Q1 2015 | $534,000 | -1.7% | 5,100 | -1.9% | 0.27% | -3.5% |
| Q4 2014 | $543,000 | +4.8% | 5,200 | 0.0% | 0.28% | +8.8% |
| Q3 2014 | $518,000 | +0.8% | 5,200 | 0.0% | 0.26% | +2.8% |
| Q2 2014 | $514,000 | -8.4% | 5,200 | -13.3% | 0.25% | -15.6% |
| Q1 2014 | $561,000 | +37.2% | 6,000 | +36.4% | 0.30% | +36.8% |
| Q4 2013 | $409,000 | – | 4,400 | – | 0.22% | – |
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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% |