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 | $132,336,664 | -7.1% | 485,978 | -3.5% | 4.26% | -9.9% |
Q2 2023 | $142,482,609 | +6.1% | 503,543 | -6.4% | 4.72% | +2.1% |
Q1 2023 | $134,239,856 | +16.0% | 538,165 | -0.9% | 4.63% | +10.5% |
Q4 2022 | $115,709,339 | +8.9% | 542,956 | +9.3% | 4.18% | -23.1% |
Q3 2022 | $106,257,000 | +0.9% | 496,642 | +5.1% | 5.44% | -0.7% |
Q2 2022 | $105,336,000 | -15.4% | 472,594 | +9.2% | 5.48% | -7.1% |
Q1 2022 | $124,455,000 | -9.2% | 432,738 | +1.4% | 5.90% | -7.7% |
Q4 2021 | $137,009,000 | +10.3% | 426,952 | -0.3% | 6.39% | +2.5% |
Q3 2021 | $124,234,000 | +5.4% | 428,143 | +4.2% | 6.24% | -4.4% |
Q2 2021 | $117,875,000 | +14.8% | 410,986 | +2.9% | 6.52% | +2.2% |
Q1 2021 | $102,664,000 | +5.1% | 399,410 | +3.5% | 6.39% | -1.6% |
Q4 2020 | $97,721,000 | +8.3% | 385,732 | -2.7% | 6.49% | -5.9% |
Q3 2020 | $90,260,000 | +4.7% | 396,555 | -7.0% | 6.90% | -0.6% |
Q2 2020 | $86,209,000 | -99.9% | 426,587 | -10.1% | 6.94% | +2.2% |
Q1 2020 | $74,343,416,000 | +81585.3% | 474,461 | -5.0% | 6.79% | -1.5% |
Q4 2019 | $91,012,000 | +7.1% | 499,599 | -2.2% | 6.90% | -7.3% |
Q3 2019 | $84,963,000 | +1.0% | 510,961 | -0.8% | 7.44% | +9.6% |
Q2 2019 | $84,126,000 | +4.7% | 514,880 | +0.2% | 6.79% | -1.1% |
Q1 2019 | $80,371,000 | +14.5% | 513,816 | -1.7% | 6.86% | +2.4% |
Q4 2018 | $70,181,000 | -16.2% | 522,449 | +0.5% | 6.70% | -7.3% |
Q3 2018 | $83,749,000 | +5.1% | 520,050 | -2.2% | 7.23% | +0.9% |
Q2 2018 | $79,663,000 | -85.1% | 531,762 | +600.6% | 7.17% | +72.2% |
Q1 2018 | $534,942,000 | +609.5% | 75,898 | -85.8% | 4.16% | -41.3% |
Q4 2017 | $75,394,000 | +4.7% | 536,041 | -1.2% | 7.09% | +0.4% |
Q3 2017 | $71,993,000 | +2.4% | 542,320 | +0.7% | 7.06% | -0.1% |
Q2 2017 | $70,322,000 | +8.3% | 538,497 | +0.9% | 7.07% | +1.1% |
Q1 2017 | $64,954,000 | +4.5% | 533,897 | +0.6% | 6.99% | +1.1% |
Q4 2016 | $62,171,000 | +7.7% | 530,874 | +3.2% | 6.92% | -1.5% |
Q3 2016 | $57,740,000 | +7.2% | 514,203 | +2.3% | 7.02% | +1.5% |
Q2 2016 | $53,862,000 | +1.6% | 502,440 | +0.9% | 6.92% | -1.2% |
Q1 2016 | $52,990,000 | +2.7% | 497,792 | +2.6% | 7.00% | -2.1% |
Q4 2015 | $51,594,000 | +8.0% | 484,948 | +1.9% | 7.15% | +0.4% |
Q3 2015 | $47,752,000 | -6.1% | 476,137 | +0.3% | 7.12% | -6.8% |
Q2 2015 | $50,836,000 | +8.7% | 474,877 | +6.2% | 7.64% | +4.5% |
Q1 2015 | $46,761,000 | -2.5% | 447,007 | -2.7% | 7.31% | -4.8% |
Q4 2014 | $47,968,000 | +4.9% | 459,506 | +0.2% | 7.68% | -0.7% |
Q3 2014 | $45,719,000 | +1.8% | 458,707 | +1.0% | 7.73% | -2.1% |
Q2 2014 | $44,916,000 | +8.1% | 454,159 | +2.2% | 7.90% | -0.8% |
Q1 2014 | $41,550,000 | +1.4% | 444,480 | +0.9% | 7.96% | -1.9% |
Q4 2013 | $40,970,000 | +11.1% | 440,305 | +1.1% | 8.11% | +5.6% |
Q3 2013 | $36,861,000 | +8.7% | 435,653 | +0.4% | 7.68% | -15.7% |
Q2 2013 | $33,905,000 | – | 433,850 | – | 9.12% | – |
Download |
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% |