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 | $1,376,800 | -3.9% | 5,056 | -0.1% | 0.33% | -7.9% |
| Q2 2023 | $1,432,627 | +13.4% | 5,063 | 0.0% | 0.36% | +5.7% |
| Q1 2023 | $1,262,915 | +17.0% | 5,063 | 0.0% | 0.34% | +5.3% |
| Q4 2022 | $1,078,976 | -0.6% | 5,063 | -0.2% | 0.32% | -5.9% |
| Q3 2022 | $1,085,000 | -4.1% | 5,073 | 0.0% | 0.34% | +5.3% |
| Q2 2022 | $1,131,000 | -28.6% | 5,073 | -7.9% | 0.32% | -12.5% |
| Q1 2022 | $1,585,000 | -11.8% | 5,511 | -1.6% | 0.37% | -2.4% |
| Q4 2021 | $1,798,000 | +10.0% | 5,603 | -0.5% | 0.38% | +2.7% |
| Q3 2021 | $1,634,000 | +0.1% | 5,630 | -1.1% | 0.37% | +2.2% |
| Q2 2021 | $1,632,000 | +11.6% | 5,690 | 0.0% | 0.36% | +1.7% |
| Q1 2021 | $1,463,000 | +1.5% | 5,690 | 0.0% | 0.35% | +6.3% |
| Q4 2020 | $1,442,000 | -81.8% | 5,690 | -83.6% | 0.33% | -84.9% |
| Q3 2020 | $7,915,000 | +10.8% | 34,775 | -1.6% | 2.20% | -5.3% |
| Q2 2020 | $7,143,000 | +29.0% | 35,345 | 0.0% | 2.33% | +1.7% |
| Q1 2020 | $5,538,000 | -28.2% | 35,345 | -16.5% | 2.29% | -9.3% |
| Q4 2019 | $7,715,000 | +449.1% | 42,350 | +401.1% | 2.52% | +437.2% |
| Q3 2019 | $1,405,000 | -33.8% | 8,451 | -34.9% | 0.47% | -34.4% |
| Q2 2019 | $2,121,000 | +4.5% | 12,980 | 0.0% | 0.72% | +5.0% |
| Q1 2019 | $2,030,000 | +16.4% | 12,980 | 0.0% | 0.68% | +1.6% |
| Q4 2018 | $1,744,000 | -17.0% | 12,980 | -0.5% | 0.67% | +1.7% |
| Q3 2018 | $2,101,000 | +7.5% | 13,044 | 0.0% | 0.66% | +0.8% |
| Q2 2018 | $1,954,000 | +5.6% | 13,044 | 0.0% | 0.66% | -2.7% |
| Q1 2018 | $1,851,000 | +0.5% | 13,044 | -0.4% | 0.67% | -1.3% |
| Q4 2017 | $1,842,000 | +6.0% | 13,096 | 0.0% | 0.68% | +2.2% |
| Q3 2017 | $1,738,000 | +4.4% | 13,096 | 0.0% | 0.67% | -3.8% |
| Q2 2017 | $1,664,000 | +4.5% | 13,096 | 0.0% | 0.69% | +6.8% |
| Q1 2017 | $1,593,000 | +9.1% | 13,096 | 0.0% | 0.65% | +3.2% |
| Q4 2016 | $1,460,000 | -0.4% | 13,096 | +0.3% | 0.63% | -2.2% |
| Q3 2016 | $1,466,000 | +4.7% | 13,059 | 0.0% | 0.64% | +5.8% |
| Q2 2016 | $1,400,000 | -1.5% | 13,059 | -2.2% | 0.61% | -3.6% |
| Q1 2016 | $1,422,000 | -1.3% | 13,359 | -1.4% | 0.63% | +7.5% |
| Q4 2015 | $1,441,000 | -31.5% | 13,549 | -35.4% | 0.59% | -37.6% |
| Q3 2015 | $2,104,000 | -6.8% | 20,984 | -0.5% | 0.94% | +2.4% |
| Q2 2015 | $2,257,000 | -10.7% | 21,082 | -12.7% | 0.92% | -8.8% |
| Q1 2015 | $2,527,000 | -5.8% | 24,156 | -6.0% | 1.01% | -7.2% |
| Q4 2014 | $2,683,000 | -45.3% | 25,704 | -47.8% | 1.08% | -47.9% |
| Q3 2014 | $4,904,000 | -12.4% | 49,204 | -13.0% | 2.08% | -8.4% |
| Q2 2014 | $5,595,000 | +5.0% | 56,571 | -0.8% | 2.27% | +1.6% |
| Q1 2014 | $5,330,000 | -0.1% | 57,018 | -0.6% | 2.24% | +0.4% |
| Q4 2013 | $5,335,000 | +25.5% | 57,338 | +14.1% | 2.23% | +15.2% |
| Q3 2013 | $4,251,000 | +8.0% | 50,238 | -0.3% | 1.94% | +0.9% |
| Q2 2013 | $3,937,000 | – | 50,383 | – | 1.92% | – |
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% |