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 | $1,447,327 | -5.4% | 5,315 | -1.7% | 0.06% | 0.0% |
| Q2 2023 | $1,530,247 | +11.1% | 5,408 | -2.1% | 0.06% | +6.9% |
| Q1 2023 | $1,377,408 | +14.9% | 5,522 | -1.8% | 0.06% | +7.4% |
| Q4 2022 | $1,198,531 | +0.1% | 5,624 | +0.5% | 0.05% | -8.5% |
| Q3 2022 | $1,197,000 | -11.1% | 5,597 | -7.4% | 0.06% | -6.3% |
| Q2 2022 | $1,347,000 | -21.7% | 6,043 | +1.1% | 0.06% | -8.7% |
| Q1 2022 | $1,720,000 | -11.6% | 5,980 | -1.4% | 0.07% | -6.8% |
| Q4 2021 | $1,946,000 | +4.4% | 6,065 | -5.6% | 0.07% | -1.3% |
| Q3 2021 | $1,864,000 | +18.9% | 6,424 | +17.5% | 0.08% | +2.7% |
| Q2 2021 | $1,568,000 | +11.6% | 5,466 | 0.0% | 0.07% | +4.3% |
| Q1 2021 | $1,405,000 | +1.9% | 5,466 | +0.4% | 0.07% | -11.4% |
| Q4 2020 | $1,379,000 | +8.4% | 5,443 | -2.6% | 0.08% | -2.5% |
| Q3 2020 | $1,272,000 | +12.6% | 5,590 | 0.0% | 0.08% | +3.8% |
| Q2 2020 | $1,130,000 | +20.0% | 5,590 | -7.0% | 0.08% | +1.3% |
| Q1 2020 | $942,000 | -12.5% | 6,012 | +1.7% | 0.08% | +8.5% |
| Q4 2019 | $1,077,000 | +14.3% | 5,912 | +4.3% | 0.07% | +4.4% |
| Q3 2019 | $942,000 | -27.5% | 5,668 | -28.7% | 0.07% | -44.7% |
| Q2 2019 | $1,299,000 | +4.0% | 7,952 | -0.4% | 0.12% | +7.9% |
| Q1 2019 | $1,249,000 | +41.8% | 7,982 | +21.7% | 0.11% | +25.3% |
| Q4 2018 | $881,000 | -15.6% | 6,561 | +1.2% | 0.09% | -6.2% |
| Q3 2018 | $1,044,000 | +6.9% | 6,486 | -0.5% | 0.10% | 0.0% |
| Q2 2018 | $977,000 | +5.2% | 6,516 | -0.5% | 0.10% | -1.0% |
| Q1 2018 | $929,000 | +36.0% | 6,552 | +34.8% | 0.10% | +12.6% |
| Q4 2017 | $683,000 | +7.2% | 4,862 | +1.2% | 0.09% | +14.5% |
| Q3 2017 | $637,000 | +4.4% | 4,802 | 0.0% | 0.08% | -9.5% |
| Q2 2017 | $610,000 | +71.3% | 4,802 | +64.0% | 0.08% | +95.3% |
| Q1 2017 | $356,000 | +17.5% | 2,928 | +7.6% | 0.04% | +13.2% |
| Q4 2016 | $303,000 | -0.7% | 2,722 | 0.0% | 0.04% | -5.0% |
| Q3 2016 | $305,000 | +4.5% | 2,722 | 0.0% | 0.04% | +8.1% |
| Q2 2016 | $292,000 | -16.8% | 2,722 | -17.3% | 0.04% | -19.6% |
| Q1 2016 | $351,000 | 0.0% | 3,292 | 0.0% | 0.05% | -2.1% |
| Q4 2015 | $351,000 | +6.4% | 3,292 | 0.0% | 0.05% | 0.0% |
| Q3 2015 | $330,000 | -6.2% | 3,292 | 0.0% | 0.05% | -2.1% |
| Q2 2015 | $352,000 | +16.9% | 3,292 | +14.7% | 0.05% | +17.1% |
| Q1 2015 | $301,000 | -1.6% | 2,870 | -2.0% | 0.04% | -2.4% |
| Q4 2014 | $306,000 | +4.4% | 2,930 | -0.4% | 0.04% | -2.3% |
| Q3 2014 | $293,000 | +3.5% | 2,941 | +2.5% | 0.04% | +4.9% |
| Q2 2014 | $283,000 | +5.6% | 2,870 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $268,000 | +0.4% | 2,870 | 0.0% | 0.04% | 0.0% |
| Q4 2013 | $267,000 | +9.9% | 2,870 | 0.0% | 0.04% | +2.5% |
| Q3 2013 | $243,000 | +8.0% | 2,870 | 0.0% | 0.04% | +5.3% |
| Q2 2013 | $225,000 | – | 2,870 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fee-Only Financial Planning, L.C. | 122,751 | $33,426,189 | 26.93% |
| Jentner Corp | 158,119 | $43,057,399 | 26.77% |
| MCIA Inc | 243,241 | $70,170,103 | 26.32% |
| Axiom Advisory, LLC | 102,920 | $28,026,060 | 25.23% |
| Safeguard Financial, LLC | 188,009 | $51,196,630 | 24.70% |
| Dougherty Wealth Advisers LLC | 77,821 | $21,191,437 | 24.54% |
| Mill Creek Capital Advisors, LLC | 2,486,308 | $677,046,526 | 22.50% |
| Retirement Investment Advisors, Inc. | 813,010 | $221,390,753 | 20.16% |
| TL Private Wealth | 125,841 | $35,132,387 | 20.13% |
| STEVENS CAPITAL PARTNERS | 89,532 | $24,380,480 | 19.56% |