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 | $5,107,353 | -63.4% | 18,756 | -62.0% | 0.16% | -57.1% |
| Q2 2023 | $13,968,906 | +17.1% | 49,367 | +3.2% | 0.38% | +22.0% |
| Q1 2023 | $11,929,882 | +1689.1% | 47,827 | +1428.5% | 0.31% | +244.0% |
| Q4 2022 | $666,821 | -34.4% | 3,129 | -34.1% | 0.09% | -38.1% |
| Q3 2022 | $1,016,000 | -11.9% | 4,749 | -8.2% | 0.15% | -1.3% |
| Q2 2022 | $1,153,000 | +28.5% | 5,172 | +65.8% | 0.15% | +35.5% |
| Q1 2022 | $897,000 | -52.8% | 3,119 | -47.3% | 0.11% | -48.1% |
| Q4 2021 | $1,900,000 | +117.4% | 5,922 | +96.5% | 0.21% | +58.2% |
| Q3 2021 | $874,000 | -99.0% | 3,013 | -99.2% | 0.13% | -90.2% |
| Q4 2020 | $91,984,000 | -13.6% | 363,086 | -22.4% | 1.36% | -30.3% |
| Q3 2020 | $106,477,000 | +32.1% | 467,804 | +17.3% | 1.96% | +22.7% |
| Q2 2020 | $80,603,000 | +147.1% | 398,846 | +91.6% | 1.60% | +58.7% |
| Q1 2020 | $32,617,000 | +170.5% | 208,164 | +214.5% | 1.00% | +173.8% |
| Q4 2019 | $12,057,000 | +183.4% | 66,188 | +158.7% | 0.37% | +112.1% |
| Q3 2019 | $4,254,000 | +12.3% | 25,584 | +10.4% | 0.17% | +6.8% |
| Q2 2019 | $3,787,000 | -71.5% | 23,176 | -72.7% | 0.16% | -79.6% |
| Q1 2019 | $13,287,000 | +57.0% | 84,944 | +34.8% | 0.79% | -27.4% |
| Q4 2018 | $8,465,000 | +215.2% | 63,012 | +277.8% | 1.09% | +615.0% |
| Q3 2018 | $2,686,000 | +40.1% | 16,679 | +30.3% | 0.15% | +10.9% |
| Q2 2018 | $1,917,000 | +59.9% | 12,797 | +51.4% | 0.14% | +32.7% |
| Q1 2018 | $1,199,000 | -1.2% | 8,450 | -2.0% | 0.10% | -11.9% |
| Q4 2017 | $1,213,000 | +434.4% | 8,619 | +404.6% | 0.12% | -22.9% |
| Q3 2017 | $227,000 | -46.0% | 1,708 | -48.4% | 0.15% | +206.0% |
| Q2 2017 | $420,000 | +51.6% | 3,308 | +27.9% | 0.05% | -81.0% |
| Q2 2015 | $277,000 | -22.2% | 2,587 | -24.0% | 0.26% | -37.7% |
| Q1 2015 | $356,000 | -23.4% | 3,406 | -23.6% | 0.42% | -23.6% |
| Q4 2014 | $465,000 | – | 4,458 | – | 0.55% | – |
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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% |