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 | $4,820 | -99.7% | 22,618 | +226.7% | 0.15% | +196.2% |
| Q3 2022 | $1,481,000 | -1.9% | 6,923 | +2.3% | 0.05% | +4.0% |
| Q2 2022 | $1,509,000 | -23.2% | 6,768 | -1.0% | 0.05% | -15.3% |
| Q1 2022 | $1,965,000 | -13.5% | 6,834 | -3.4% | 0.06% | -10.6% |
| Q4 2021 | $2,271,000 | +11.2% | 7,077 | +0.5% | 0.07% | +1.5% |
| Q3 2021 | $2,043,000 | +4.9% | 7,040 | +3.7% | 0.06% | +3.2% |
| Q2 2021 | $1,948,000 | +1.1% | 6,792 | -9.4% | 0.06% | -8.7% |
| Q1 2021 | $1,927,000 | +5.4% | 7,498 | +3.9% | 0.07% | -2.8% |
| Q4 2020 | $1,829,000 | +85.7% | 7,218 | +66.8% | 0.07% | +61.4% |
| Q3 2020 | $985,000 | +14.7% | 4,327 | +1.8% | 0.04% | +7.3% |
| Q2 2020 | $859,000 | +37.9% | 4,252 | +6.9% | 0.04% | +17.1% |
| Q1 2020 | $623,000 | -23.3% | 3,976 | -4.5% | 0.04% | -7.9% |
| Q4 2019 | $812,000 | +12.5% | 4,163 | -4.2% | 0.04% | +2.7% |
| Q3 2019 | $722,000 | +3.1% | 4,344 | +1.3% | 0.04% | -2.6% |
| Q2 2019 | $700,000 | +5.6% | 4,287 | +1.2% | 0.04% | 0.0% |
| Q1 2019 | $663,000 | +29.5% | 4,236 | +11.1% | 0.04% | +15.2% |
| Q4 2018 | $512,000 | -8.7% | 3,812 | +9.4% | 0.03% | -2.9% |
| Q3 2018 | $561,000 | +4.5% | 3,485 | -2.8% | 0.03% | 0.0% |
| Q2 2018 | $537,000 | +13.8% | 3,585 | +7.9% | 0.03% | +13.3% |
| Q1 2018 | $472,000 | +8.3% | 3,324 | +7.3% | 0.03% | +3.4% |
| Q4 2017 | $436,000 | +20.4% | 3,098 | +12.7% | 0.03% | +16.0% |
| Q3 2017 | $362,000 | +3.7% | 2,748 | -0.0% | 0.02% | -3.8% |
| Q2 2017 | $349,000 | -2.8% | 2,749 | -6.8% | 0.03% | -7.1% |
| Q1 2017 | $359,000 | +25.1% | 2,950 | +14.4% | 0.03% | +12.0% |
| Q4 2016 | $287,000 | +5.5% | 2,579 | +6.4% | 0.02% | 0.0% |
| Q3 2016 | $272,000 | +5.0% | 2,424 | -0.7% | 0.02% | -3.8% |
| Q2 2016 | $259,000 | -0.4% | 2,442 | +0.1% | 0.03% | -3.7% |
| Q1 2016 | $260,000 | +9.2% | 2,439 | +9.1% | 0.03% | +3.8% |
| Q4 2015 | $238,000 | +6.2% | 2,236 | +0.1% | 0.03% | +4.0% |
| Q3 2015 | $224,000 | +3.2% | 2,233 | +10.1% | 0.02% | +4.2% |
| Q2 2015 | $217,000 | +2.4% | 2,029 | +0.3% | 0.02% | 0.0% |
| Q1 2015 | $212,000 | +0.5% | 2,023 | 0.0% | 0.02% | -7.7% |
| Q4 2014 | $211,000 | -22.7% | 2,023 | -26.2% | 0.03% | -27.8% |
| Q3 2014 | $273,000 | +24.7% | 2,742 | +23.5% | 0.04% | +16.1% |
| Q2 2014 | $219,000 | -6.4% | 2,220 | -11.5% | 0.03% | -16.2% |
| Q1 2014 | $234,000 | +1.7% | 2,508 | +1.3% | 0.04% | -7.5% |
| Q4 2013 | $230,000 | +10.6% | 2,475 | -6.8% | 0.04% | -7.0% |
| Q2 2013 | $208,000 | – | 2,657 | – | 0.04% | – |
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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% |