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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,144,149 | +17.3% | 25,248 | +3.4% | 1.08% | +10.2% |
| Q1 2023 | $6,091,338 | +18.1% | 24,420 | +0.9% | 0.98% | +14.3% |
| Q4 2022 | $5,155,840 | -0.6% | 24,193 | -0.2% | 0.86% | -5.5% |
| Q3 2022 | $5,187,000 | -20.4% | 24,243 | +6.9% | 0.91% | -3.0% |
| Q1 2022 | $6,520,000 | -15.0% | 22,669 | -5.1% | 0.93% | -9.9% |
| Q4 2021 | $7,667,000 | +13.8% | 23,891 | +2.9% | 1.04% | +6.0% |
| Q3 2021 | $6,735,000 | +6.4% | 23,212 | +5.2% | 0.98% | +7.2% |
| Q2 2021 | $6,327,000 | +31.6% | 22,061 | +18.0% | 0.91% | +21.1% |
| Q1 2021 | $4,807,000 | +26.9% | 18,703 | +25.1% | 0.75% | +7.4% |
| Q4 2020 | $3,787,000 | +119.2% | 14,949 | +96.9% | 0.70% | +84.0% |
| Q3 2020 | $1,728,000 | +78.3% | 7,594 | +58.4% | 0.38% | +70.9% |
| Q2 2020 | $969,000 | +100.2% | 4,795 | +55.3% | 0.22% | +67.7% |
| Q1 2020 | $484,000 | +47.6% | 3,087 | +71.5% | 0.13% | +87.3% |
| Q4 2019 | $328,000 | +10.1% | 1,800 | +0.4% | 0.07% | +1.4% |
| Q3 2019 | $298,000 | -5.4% | 1,793 | -6.9% | 0.07% | +18.6% |
| Q2 2019 | $315,000 | +13.3% | 1,926 | +8.4% | 0.06% | +25.5% |
| Q1 2019 | $278,000 | +16.3% | 1,776 | 0.0% | 0.05% | +2.2% |
| Q4 2018 | $239,000 | -10.5% | 1,776 | +7.2% | 0.05% | +4.5% |
| Q3 2018 | $267,000 | +7.7% | 1,656 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $248,000 | +5.5% | 1,656 | 0.0% | 0.04% | -4.3% |
| Q1 2018 | $235,000 | -18.1% | 1,656 | -18.9% | 0.05% | -4.2% |
| Q4 2017 | $287,000 | +7.9% | 2,042 | +1.9% | 0.05% | +2.1% |
| Q3 2017 | $266,000 | +4.3% | 2,004 | 0.0% | 0.05% | +2.2% |
| Q2 2017 | $255,000 | +0.4% | 2,004 | -4.0% | 0.05% | +2.2% |
| Q1 2017 | $254,000 | +19.2% | 2,087 | +9.2% | 0.04% | -10.0% |
| Q4 2016 | $213,000 | -76.5% | 1,912 | -76.3% | 0.05% | -79.4% |
| Q3 2016 | $907,000 | +4.7% | 8,077 | 0.0% | 0.24% | -0.4% |
| Q2 2016 | $866,000 | -1.1% | 8,077 | -1.9% | 0.24% | -22.0% |
| Q1 2016 | $876,000 | +0.7% | 8,232 | +0.7% | 0.31% | -10.3% |
| Q4 2015 | $870,000 | +44.5% | 8,178 | +36.2% | 0.35% | +37.4% |
| Q3 2015 | $602,000 | +298.7% | 6,005 | +325.0% | 0.25% | +370.4% |
| Q2 2015 | $151,000 | +43.8% | 1,413 | +40.6% | 0.05% | +31.7% |
| Q1 2015 | $105,000 | +1.0% | 1,005 | +0.5% | 0.04% | -8.9% |
| Q4 2014 | $104,000 | +108.0% | 1,000 | +100.0% | 0.04% | +87.5% |
| Q3 2014 | $50,000 | -32.4% | 500 | -33.5% | 0.02% | -33.3% |
| Q2 2014 | $74,000 | +252.4% | 752 | +200.8% | 0.04% | +157.1% |
| Q3 2013 | $21,000 | +75.0% | 250 | +66.7% | 0.01% | +55.6% |
| Q2 2013 | $12,000 | – | 150 | – | 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% |