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 | $247,085,911 | +19.1% | 907,370 | +23.7% | 0.94% | +15.4% |
| Q2 2023 | $207,541,075 | +16.4% | 733,464 | +2.7% | 0.82% | +4.5% |
| Q1 2023 | $178,226,885 | +40.8% | 714,508 | +20.3% | 0.78% | +22.9% |
| Q4 2022 | $126,597,551 | +2.9% | 594,048 | +3.3% | 0.64% | -11.0% |
| Q3 2022 | $123,038,000 | +14.6% | 575,079 | +19.4% | 0.72% | +3.5% |
| Q2 2022 | $107,382,000 | +14.7% | 481,773 | +48.0% | 0.69% | +14.2% |
| Q1 2022 | $93,630,000 | -21.8% | 325,557 | -12.7% | 0.61% | -26.2% |
| Q4 2021 | $119,681,000 | +31.5% | 372,953 | +18.9% | 0.82% | +8.6% |
| Q3 2021 | $91,012,000 | +44.9% | 313,649 | +43.3% | 0.76% | +29.2% |
| Q2 2021 | $62,793,000 | +16.4% | 218,937 | +4.3% | 0.58% | +0.2% |
| Q1 2021 | $53,961,000 | +32.1% | 209,933 | +30.2% | 0.58% | +7.9% |
| Q4 2020 | $40,844,000 | +92.7% | 161,281 | +75.5% | 0.54% | +54.1% |
| Q3 2020 | $21,194,000 | -32.9% | 91,892 | -40.6% | 0.35% | -32.6% |
| Q2 2020 | $31,608,000 | -47.4% | 154,629 | -61.5% | 0.52% | -60.7% |
| Q1 2020 | $60,119,000 | -29.7% | 401,758 | -13.1% | 1.32% | -1.7% |
| Q4 2019 | $85,465,000 | +11.2% | 462,496 | +0.1% | 1.35% | -50.1% |
| Q3 2019 | $76,852,000 | +1.3% | 462,185 | -0.2% | 2.70% | -3.9% |
| Q2 2019 | $75,882,000 | +7.4% | 463,252 | +2.8% | 2.81% | -2.1% |
| Q1 2019 | $70,649,000 | +218.7% | 450,419 | +173.0% | 2.87% | +141.1% |
| Q4 2018 | $22,167,000 | -15.8% | 165,016 | +1.3% | 1.19% | +1.0% |
| Q3 2018 | $26,317,000 | +352.5% | 162,948 | +319.7% | 1.18% | +265.5% |
| Q2 2018 | $5,816,000 | +14.9% | 38,825 | +6.1% | 0.32% | +2.9% |
| Q1 2018 | $5,062,000 | -0.1% | 36,576 | +1.6% | 0.31% | +2.0% |
| Q4 2017 | $5,066,000 | -44.5% | 36,017 | -45.5% | 0.31% | -20.7% |
| Q3 2017 | $9,120,000 | +780.3% | 66,110 | +710.7% | 0.39% | +200.0% |
| Q2 2017 | $1,036,000 | -22.2% | 8,155 | -25.5% | 0.13% | -4.4% |
| Q1 2017 | $1,332,000 | +9.2% | 10,947 | 0.0% | 0.14% | +21.6% |
| Q4 2016 | $1,220,000 | +47.7% | 10,947 | +42.0% | 0.11% | +19.4% |
| Q3 2016 | $826,000 | 0.0% | 7,707 | 0.0% | 0.09% | +2.2% |
| Q2 2016 | $826,000 | +0.7% | 7,707 | 0.0% | 0.09% | +4.6% |
| Q1 2016 | $820,000 | -77.6% | 7,707 | -77.6% | 0.09% | -77.7% |
| Q4 2015 | $3,664,000 | +300.0% | 34,443 | +277.2% | 0.39% | +217.9% |
| Q3 2015 | $916,000 | -1.1% | 9,131 | +5.6% | 0.12% | -15.8% |
| Q2 2015 | $926,000 | -99.9% | 8,648 | -7.5% | 0.15% | -17.5% |
| Q1 2015 | $978,417,000 | +77490.6% | 9,353 | -22.6% | 0.18% | -27.5% |
| Q4 2014 | $1,261,000 | +8.1% | 12,078 | +3.3% | 0.24% | -24.5% |
| Q3 2014 | $1,166,000 | +0.8% | 11,694 | 0.0% | 0.32% | +21.9% |
| Q2 2014 | $1,157,000 | -55.1% | 11,694 | -57.6% | 0.26% | -50.2% |
| Q1 2014 | $2,576,000 | +135.7% | 27,570 | +134.8% | 0.53% | +184.5% |
| Q4 2013 | $1,093,000 | +10.0% | 11,744 | 0.0% | 0.19% | -28.6% |
| Q3 2013 | $994,000 | +7.3% | 11,744 | -0.8% | 0.26% | -8.1% |
| Q2 2013 | $926,000 | – | 11,844 | – | 0.28% | – |
Download | ||||||
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% |