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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $49,401,902 | -0.4% | 231,814 | +0.0% | 3.23% | -10.7% |
| Q3 2022 | $49,593,000 | -0.4% | 231,796 | +3.8% | 3.61% | +9.2% |
| Q2 2022 | $49,778,000 | -21.3% | 223,329 | +1.6% | 3.31% | +3.7% |
| Q1 2022 | $63,242,000 | +8.9% | 219,895 | +21.5% | 3.19% | -5.8% |
| Q4 2021 | $58,076,000 | +6.0% | 180,980 | -4.2% | 3.39% | +7.1% |
| Q3 2021 | $54,799,000 | +3.7% | 188,851 | +2.5% | 3.16% | -4.9% |
| Q2 2021 | $52,844,000 | +23.3% | 184,247 | +10.5% | 3.33% | +11.4% |
| Q1 2021 | $42,875,000 | +12.0% | 166,803 | +10.3% | 2.99% | -4.9% |
| Q4 2020 | $38,296,000 | +63.0% | 151,165 | +46.4% | 3.14% | +16.0% |
| Q3 2020 | $23,498,000 | +10.1% | 103,237 | -2.2% | 2.71% | -34.1% |
| Q2 2020 | $21,343,000 | +23.7% | 105,609 | -4.0% | 4.11% | -15.7% |
| Q1 2020 | $17,253,000 | -31.0% | 110,024 | -19.8% | 4.87% | +135.0% |
| Q4 2019 | $24,998,000 | -23.5% | 137,226 | -30.2% | 2.07% | -28.2% |
| Q3 2019 | $32,672,000 | -30.4% | 196,490 | -31.6% | 2.89% | -34.6% |
| Q2 2019 | $46,962,000 | +2.9% | 287,424 | -1.5% | 4.42% | +4.2% |
| Q1 2019 | $45,648,000 | +13.0% | 291,832 | -3.0% | 4.24% | +9.9% |
| Q4 2018 | $40,397,000 | -25.3% | 300,727 | -10.5% | 3.86% | -12.7% |
| Q3 2018 | $54,091,000 | +3.8% | 335,883 | -3.4% | 4.43% | -8.9% |
| Q2 2018 | $52,099,000 | -4.4% | 347,769 | -9.5% | 4.86% | -3.5% |
| Q1 2018 | $54,498,000 | +2.9% | 384,111 | +2.0% | 5.03% | -9.4% |
| Q4 2017 | $52,947,000 | -25.4% | 376,446 | -29.6% | 5.56% | -42.9% |
| Q3 2017 | $70,974,000 | +3.8% | 534,641 | -0.6% | 9.72% | -26.4% |
| Q2 2017 | $68,357,000 | +5.6% | 538,071 | +1.1% | 13.21% | -0.2% |
| Q1 2017 | $64,755,000 | +46.3% | 532,259 | +34.1% | 13.23% | +10.6% |
| Q4 2016 | $44,250,000 | +4.7% | 396,929 | +4.9% | 11.96% | -37.1% |
| Q3 2016 | $42,274,000 | +4.3% | 378,354 | +0.0% | 19.03% | -15.4% |
| Q2 2016 | $40,550,000 | -35.4% | 378,261 | -35.8% | 22.49% | -33.8% |
| Q1 2016 | $62,767,000 | +59.5% | 589,637 | +17.1% | 33.99% | +5.6% |
| Q2 2013 | $39,353,000 | – | 503,559 | – | 32.18% | – |
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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% |