VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,048,071 | +22.5% | 40,572 | +27.3% | 1.00% | +29.9% |
| Q2 2023 | $9,019,787 | +11.8% | 31,877 | -1.4% | 0.77% | +4.6% |
| Q1 2023 | $8,065,630 | +6.9% | 32,335 | -8.7% | 0.74% | -0.7% |
| Q4 2022 | $7,547,399 | -19.4% | 35,416 | -19.0% | 0.74% | -20.4% |
| Q3 2022 | $9,360,000 | -4.5% | 43,750 | -0.5% | 0.93% | -2.9% |
| Q2 2022 | $9,796,000 | -24.8% | 43,952 | -3.0% | 0.96% | +18.2% |
| Q1 2022 | $13,034,000 | -8.3% | 45,321 | +2.3% | 0.81% | -7.0% |
| Q4 2021 | $14,211,000 | +14.9% | 44,284 | +3.9% | 0.88% | +1.6% |
| Q3 2021 | $12,366,000 | -6.0% | 42,615 | -7.1% | 0.86% | -1.3% |
| Q2 2021 | $13,151,000 | +17.1% | 45,853 | +4.9% | 0.87% | +9.0% |
| Q1 2021 | $11,233,000 | +13.8% | 43,702 | +12.2% | 0.80% | +0.4% |
| Q4 2020 | $9,870,000 | +33.7% | 38,961 | +20.1% | 0.80% | +25.9% |
| Q3 2020 | $7,381,000 | +17.5% | 32,428 | +4.4% | 0.63% | +25.1% |
| Q2 2020 | $6,280,000 | +26.6% | 31,074 | -1.8% | 0.51% | +10.5% |
| Q1 2020 | $4,960,000 | +52.9% | 31,654 | +77.8% | 0.46% | +66.5% |
| Q4 2019 | $3,243,000 | -0.8% | 17,801 | -9.4% | 0.28% | -8.3% |
| Q3 2019 | $3,268,000 | +2.0% | 19,652 | +0.2% | 0.30% | -15.3% |
| Q2 2019 | $3,203,000 | +2.2% | 19,606 | -2.1% | 0.35% | -7.6% |
| Q1 2019 | $3,133,000 | +12.8% | 20,031 | -3.1% | 0.38% | -0.3% |
| Q4 2018 | $2,777,000 | -8.9% | 20,672 | +9.2% | 0.38% | +0.3% |
| Q3 2018 | $3,049,000 | +6.9% | 18,936 | -0.5% | 0.38% | -0.5% |
| Q2 2018 | $2,851,000 | +9.2% | 19,032 | +3.4% | 0.38% | +6.6% |
| Q1 2018 | $2,610,000 | -2.4% | 18,398 | -3.3% | 0.36% | -11.1% |
| Q4 2017 | $2,675,000 | – | 19,021 | – | 0.41% | – |
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% |