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 | $3,973,202 | -0.4% | 14,590 | +3.4% | 0.15% | +4.2% |
| Q2 2023 | $3,991,021 | -6.0% | 14,104 | -17.2% | 0.14% | +1.4% |
| Q1 2023 | $4,247,026 | +15.1% | 17,026 | -1.7% | 0.14% | +6.8% |
| Q4 2022 | $3,690,105 | +34.2% | 17,315 | +34.7% | 0.13% | +25.7% |
| Q3 2022 | $2,750,000 | -7.9% | 12,852 | -4.1% | 0.10% | +1.0% |
| Q2 2022 | $2,987,000 | -20.5% | 13,401 | +2.6% | 0.10% | -8.0% |
| Q1 2022 | $3,758,000 | -22.7% | 13,066 | -13.8% | 0.11% | -16.9% |
| Q4 2021 | $4,864,000 | +22.4% | 15,158 | +10.7% | 0.14% | +13.3% |
| Q3 2021 | $3,974,000 | -4.0% | 13,697 | -5.1% | 0.12% | -2.4% |
| Q2 2021 | $4,140,000 | +28.7% | 14,435 | +15.3% | 0.12% | +19.4% |
| Q1 2021 | $3,218,000 | -39.7% | 12,517 | -40.6% | 0.10% | -43.1% |
| Q4 2020 | $5,334,000 | +10.9% | 21,055 | -0.4% | 0.18% | -4.7% |
| Q3 2020 | $4,811,000 | +23.8% | 21,138 | +10.0% | 0.19% | +11.1% |
| Q2 2020 | $3,885,000 | +49.4% | 19,224 | +15.9% | 0.17% | +11.0% |
| Q1 2020 | $2,600,000 | -13.9% | 16,593 | +0.1% | 0.15% | +21.3% |
| Q4 2019 | $3,019,000 | +3.8% | 16,570 | -5.3% | 0.13% | -9.3% |
| Q3 2019 | $2,909,000 | -9.1% | 17,494 | -10.7% | 0.14% | -15.2% |
| Q2 2019 | $3,200,000 | +34.3% | 19,582 | +28.5% | 0.16% | +22.2% |
| Q1 2019 | $2,383,000 | +57.9% | 15,233 | +35.6% | 0.14% | +22.7% |
| Q4 2018 | $1,509,000 | -15.1% | 11,233 | +1.8% | 0.11% | +4.8% |
| Q3 2018 | $1,778,000 | +16.2% | 11,039 | +8.1% | 0.10% | +2.9% |
| Q2 2018 | $1,530,000 | +9.8% | 10,211 | +3.9% | 0.10% | 0.0% |
| Q1 2018 | $1,394,000 | +39.0% | 9,823 | +37.8% | 0.10% | +32.5% |
| Q4 2017 | $1,003,000 | -20.3% | 7,130 | -24.8% | 0.08% | -26.0% |
| Q3 2017 | $1,259,000 | +17.9% | 9,482 | +12.8% | 0.10% | +4.0% |
| Q2 2017 | $1,068,000 | -12.3% | 8,404 | -16.1% | 0.10% | -15.3% |
| Q1 2017 | $1,218,000 | +21.7% | 10,011 | +11.5% | 0.12% | +8.3% |
| Q4 2016 | $1,001,000 | +9.6% | 8,975 | +10.3% | 0.11% | +0.9% |
| Q3 2016 | $913,000 | -70.2% | 8,134 | -71.6% | 0.11% | -73.0% |
| Q2 2016 | $3,066,000 | +6.3% | 28,604 | +5.6% | 0.40% | +1.5% |
| Q1 2016 | $2,883,000 | -3.2% | 27,086 | -3.2% | 0.39% | -5.5% |
| Q4 2015 | $2,977,000 | +8.1% | 27,982 | +1.9% | 0.42% | -4.4% |
| Q3 2015 | $2,755,000 | -8.0% | 27,469 | -1.8% | 0.44% | +5.6% |
| Q2 2015 | $2,995,000 | -1.5% | 27,973 | -3.7% | 0.41% | +2.5% |
| Q1 2015 | $3,040,000 | +1.1% | 29,061 | +0.9% | 0.40% | +1.5% |
| Q4 2014 | $3,006,000 | – | 28,798 | – | 0.40% | – |
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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% |