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 | $160,335,054 | -5.3% | 588,796 | -1.6% | 0.46% | -47.9% |
Q2 2023 | $169,299,231 | +7.0% | 598,315 | -5.7% | 0.88% | +161.6% |
Q1 2023 | $158,266,437 | +27.8% | 634,487 | +9.1% | 0.34% | +21.3% |
Q4 2022 | $123,887,023 | +6.2% | 581,329 | +6.6% | 0.28% | -9.2% |
Q3 2022 | $116,692,000 | -3.3% | 545,418 | +0.7% | 0.30% | -1.3% |
Q2 2022 | $120,696,000 | -20.6% | 541,505 | +2.5% | 0.31% | -6.1% |
Q1 2022 | $152,013,000 | -12.6% | 528,555 | -2.5% | 0.33% | -12.0% |
Q4 2021 | $173,928,000 | +13.2% | 542,002 | +2.4% | 0.37% | -0.5% |
Q3 2021 | $153,620,000 | +10.1% | 529,414 | +8.8% | 0.38% | +4.2% |
Q2 2021 | $139,565,000 | +60.8% | 486,610 | +44.1% | 0.36% | +28.5% |
Q1 2021 | $86,772,000 | -38.4% | 337,581 | -39.3% | 0.28% | -38.5% |
Q4 2020 | $140,887,000 | +45.8% | 556,119 | +31.0% | 0.46% | +21.2% |
Q3 2020 | $96,640,000 | +12.7% | 424,587 | +0.0% | 0.38% | -3.6% |
Q2 2020 | $85,772,000 | +44.0% | 424,427 | +11.6% | 0.39% | +15.7% |
Q1 2020 | $59,582,000 | +12.9% | 380,251 | +31.2% | 0.34% | +40.8% |
Q4 2019 | $52,788,000 | +12.1% | 289,773 | +2.3% | 0.24% | -2.0% |
Q3 2019 | $47,094,000 | +10.5% | 283,223 | +8.6% | 0.24% | +5.2% |
Q2 2019 | $42,615,000 | -8.5% | 260,819 | -12.4% | 0.23% | -4.1% |
Q1 2019 | $46,575,000 | +12.3% | 297,758 | -3.5% | 0.24% | -3.6% |
Q4 2018 | $41,467,000 | -7.0% | 308,692 | +11.4% | 0.25% | +15.6% |
Q3 2018 | $44,607,000 | +15.6% | 276,992 | +7.6% | 0.22% | +0.9% |
Q2 2018 | $38,571,000 | +16.8% | 257,463 | +10.6% | 0.22% | -3.1% |
Q1 2018 | $33,015,000 | +9.1% | 232,699 | +8.2% | 0.22% | +12.1% |
Q4 2017 | $30,249,000 | +6.5% | 215,067 | +0.5% | 0.20% | -2.5% |
Q3 2017 | $28,402,000 | +6.0% | 213,954 | +1.5% | 0.20% | +0.5% |
Q2 2017 | $26,783,000 | +3.4% | 210,823 | -0.9% | 0.20% | +1.5% |
Q1 2017 | $25,890,000 | +16.3% | 212,804 | +6.6% | 0.20% | +3.1% |
Q4 2016 | $22,265,000 | +31.4% | 199,719 | +32.4% | 0.19% | +22.8% |
Q3 2016 | $16,940,000 | -23.8% | 150,856 | -27.2% | 0.16% | -26.9% |
Q2 2016 | $22,227,000 | -36.8% | 207,335 | -37.2% | 0.22% | -35.7% |
Q1 2016 | $35,172,000 | +15.5% | 330,409 | +15.5% | 0.34% | +7.7% |
Q4 2015 | $30,446,000 | +128.0% | 286,178 | +114.9% | 0.31% | +85.7% |
Q3 2015 | $13,354,000 | -20.4% | 133,157 | -15.1% | 0.17% | -13.0% |
Q2 2015 | $16,784,000 | +47.7% | 156,784 | +44.3% | 0.19% | +48.5% |
Q1 2015 | $11,366,000 | -2.9% | 108,648 | -3.1% | 0.13% | -7.1% |
Q4 2014 | $11,703,000 | -8.4% | 112,120 | -12.5% | 0.14% | -14.6% |
Q3 2014 | $12,773,000 | +125.0% | 128,148 | +123.3% | 0.16% | +70.8% |
Q2 2014 | $5,676,000 | +149.4% | 57,392 | +135.8% | 0.10% | +128.6% |
Q1 2014 | $2,276,000 | +2.3% | 24,343 | +1.8% | 0.04% | -6.7% |
Q4 2013 | $2,225,000 | +28.8% | 23,913 | +17.1% | 0.04% | +15.4% |
Q3 2013 | $1,727,000 | +12.4% | 20,416 | +3.9% | 0.04% | +2.6% |
Q2 2013 | $1,536,000 | – | 19,656 | – | 0.04% | – |
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% |