VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,720,470 | -36.5% | 975,801 | -34.0% | 1.74% | -23.7% |
| Q2 2023 | $418,632,076 | +7.8% | 1,479,474 | -5.0% | 2.28% | +5.3% |
| Q1 2023 | $388,290,968 | +20.5% | 1,556,651 | +2.9% | 2.17% | +19.9% |
| Q4 2022 | $322,335,841 | -3.5% | 1,512,533 | -3.2% | 1.81% | -8.4% |
| Q3 2022 | $334,187,000 | -3.2% | 1,561,985 | +0.8% | 1.97% | +4.1% |
| Q2 2022 | $345,362,000 | -23.1% | 1,549,473 | -0.8% | 1.90% | -13.1% |
| Q1 2022 | $449,287,000 | -13.0% | 1,562,193 | -2.9% | 2.18% | -8.2% |
| Q4 2021 | $516,482,000 | +4.6% | 1,609,479 | -5.4% | 2.38% | -3.6% |
| Q3 2021 | $493,681,000 | -1.5% | 1,701,350 | -2.7% | 2.47% | -2.3% |
| Q2 2021 | $501,299,000 | +8.3% | 1,747,843 | -2.9% | 2.52% | -1.4% |
| Q1 2021 | $462,739,000 | +3.0% | 1,800,259 | +1.5% | 2.56% | -5.4% |
| Q4 2020 | $449,205,000 | +5.6% | 1,773,131 | -5.1% | 2.71% | -2.5% |
| Q3 2020 | $425,377,000 | +7.7% | 1,868,884 | -4.4% | 2.78% | -3.4% |
| Q2 2020 | $394,947,000 | +24.8% | 1,954,313 | -6.7% | 2.87% | +9.9% |
| Q1 2020 | $316,573,000 | -17.8% | 2,094,571 | -1.0% | 2.62% | +5.2% |
| Q4 2019 | $385,297,000 | +8.5% | 2,115,039 | -1.0% | 2.49% | +0.1% |
| Q3 2019 | $355,183,000 | +0.2% | 2,136,055 | -1.5% | 2.48% | +7.2% |
| Q2 2019 | $354,452,000 | +5.4% | 2,169,361 | +0.9% | 2.32% | -2.0% |
| Q1 2019 | $336,407,000 | +18.3% | 2,150,664 | +1.6% | 2.36% | +4.7% |
| Q4 2018 | $284,367,000 | -16.8% | 2,116,931 | -0.2% | 2.26% | -5.9% |
| Q3 2018 | $341,583,000 | +8.8% | 2,121,106 | +1.2% | 2.40% | +2.7% |
| Q2 2018 | $313,841,000 | +8.0% | 2,094,928 | +2.2% | 2.34% | +5.5% |
| Q1 2018 | $290,723,000 | +4.7% | 2,049,078 | +4.3% | 2.22% | +1.1% |
| Q4 2017 | $277,631,000 | +9.0% | 1,964,833 | +2.4% | 2.19% | +1.5% |
| Q3 2017 | $254,648,000 | +6.1% | 1,918,249 | +1.6% | 2.16% | +0.5% |
| Q2 2017 | $239,895,000 | +10.5% | 1,888,339 | +5.8% | 2.15% | +6.2% |
| Q1 2017 | $217,140,000 | +13.7% | 1,784,807 | +4.2% | 2.02% | +9.1% |
| Q4 2016 | $191,037,000 | +4.4% | 1,713,640 | +5.1% | 1.86% | +4.4% |
| Q3 2016 | $183,050,000 | +16.0% | 1,630,150 | +10.5% | 1.78% | +10.5% |
| Q2 2016 | $157,849,000 | +10.2% | 1,475,222 | +9.6% | 1.61% | +1.8% |
| Q1 2016 | $143,266,000 | +19.9% | 1,345,852 | +19.8% | 1.58% | +14.9% |
| Q4 2015 | $119,512,000 | +15.9% | 1,123,336 | +9.3% | 1.38% | +11.1% |
| Q3 2015 | $103,091,000 | +4.8% | 1,027,928 | +11.9% | 1.24% | +8.7% |
| Q2 2015 | $98,351,000 | +24.9% | 918,734 | +25.5% | 1.14% | +18.4% |
| Q1 2015 | $78,725,000 | -38.6% | 731,988 | -40.4% | 0.96% | -0.1% |
| Q4 2014 | $128,188,000 | +359.5% | 1,227,968 | +338.7% | 0.96% | +99.0% |
| Q3 2014 | $27,899,000 | +67.1% | 279,912 | +65.8% | 0.48% | +56.1% |
| Q2 2014 | $16,693,000 | +161.9% | 168,786 | +147.6% | 0.31% | +127.9% |
| Q1 2014 | $6,373,000 | +272.5% | 68,170 | +270.8% | 0.14% | +134.5% |
| Q4 2013 | $1,711,000 | +73.4% | 18,387 | +57.6% | 0.06% | +87.1% |
| Q3 2013 | $987,000 | +83.1% | 11,667 | +69.2% | 0.03% | +121.4% |
| Q2 2013 | $539,000 | – | 6,896 | – | 0.01% | – |
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% |