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 | $5,328,667 | -3.7% | 19,568 | +0.1% | 0.23% | -3.0% |
| Q2 2023 | $5,533,863 | +21.8% | 19,557 | +7.4% | 0.24% | +14.1% |
| Q1 2023 | $4,542,600 | +60.0% | 18,211 | +36.7% | 0.21% | +51.5% |
| Q4 2022 | $2,839,511 | +13.5% | 13,324 | +13.9% | 0.14% | -10.5% |
| Q3 2022 | $2,501,000 | -4.0% | 11,693 | 0.0% | 0.15% | -22.4% |
| Q2 2022 | $2,604,000 | -22.1% | 11,693 | +0.6% | 0.20% | +15.3% |
| Q1 2022 | $3,342,000 | -10.7% | 11,623 | -0.3% | 0.17% | -6.6% |
| Q4 2021 | $3,741,000 | +10.6% | 11,658 | 0.0% | 0.18% | +1.1% |
| Q3 2021 | $3,381,000 | -40.2% | 11,658 | -40.9% | 0.18% | -20.7% |
| Q2 2021 | $5,656,000 | +11.6% | 19,716 | 0.0% | 0.23% | +2.3% |
| Q1 2021 | $5,066,000 | +0.9% | 19,716 | -0.5% | 0.22% | -8.6% |
| Q4 2020 | $5,021,000 | +39.5% | 19,821 | +25.4% | 0.24% | +39.7% |
| Q3 2020 | $3,599,000 | +9.5% | 15,806 | -2.8% | 0.17% | -0.6% |
| Q2 2020 | $3,286,000 | +17.1% | 16,260 | -9.2% | 0.18% | -3.8% |
| Q1 2020 | $2,806,000 | +6.5% | 17,908 | +23.7% | 0.18% | +44.4% |
| Q4 2019 | $2,634,000 | -14.0% | 14,472 | -21.5% | 0.13% | -14.3% |
| Q3 2019 | $3,064,000 | +54.7% | 18,426 | +52.5% | 0.15% | +48.5% |
| Q2 2019 | $1,980,000 | +49.7% | 12,081 | +43.3% | 0.10% | +59.7% |
| Q1 2019 | $1,323,000 | +17.1% | 8,431 | +0.1% | 0.06% | +6.9% |
| Q4 2018 | $1,130,000 | -19.2% | 8,422 | -2.8% | 0.06% | -30.1% |
| Q3 2018 | $1,398,000 | +7.3% | 8,666 | -0.4% | 0.08% | 0.0% |
| Q2 2018 | $1,303,000 | +11.7% | 8,699 | +5.8% | 0.08% | +3.8% |
| Q1 2018 | $1,166,000 | +1.4% | 8,224 | +0.6% | 0.08% | -9.1% |
| Q4 2017 | $1,150,000 | -0.3% | 8,179 | -17.9% | 0.09% | -15.4% |
| Q3 2017 | $1,154,000 | +6.6% | 9,965 | +16.9% | 0.10% | +31.6% |
| Q2 2017 | $1,083,000 | +37.8% | 8,524 | +31.9% | 0.08% | +19.7% |
| Q1 2017 | $786,000 | +9.2% | 6,462 | 0.0% | 0.07% | -8.3% |
| Q4 2016 | $720,000 | – | 6,462 | – | 0.07% | – |
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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% |