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 | $714,269 | +19.0% | 2,623 | +23.6% | 0.03% | +24.0% |
| Q2 2023 | $600,441 | +144.1% | 2,122 | +115.2% | 0.02% | +127.3% |
| Q1 2023 | $245,947 | -16.1% | 986 | -25.0% | 0.01% | -15.4% |
| Q2 2022 | $293,000 | -42.5% | 1,314 | -25.9% | 0.01% | -35.0% |
| Q1 2022 | $510,000 | -16.0% | 1,773 | -6.2% | 0.02% | -13.0% |
| Q4 2021 | $607,000 | -37.1% | 1,890 | -43.2% | 0.02% | -43.9% |
| Q3 2021 | $965,000 | -15.1% | 3,325 | -16.1% | 0.04% | -10.9% |
| Q2 2021 | $1,137,000 | +4.2% | 3,964 | -6.6% | 0.05% | 0.0% |
| Q1 2021 | $1,091,000 | -4.0% | 4,246 | -5.3% | 0.05% | -9.8% |
| Q4 2020 | $1,136,000 | +10.9% | 4,484 | -0.4% | 0.05% | +2.0% |
| Q3 2020 | $1,024,000 | +28.8% | 4,501 | +14.4% | 0.05% | +13.6% |
| Q2 2020 | $795,000 | +28.2% | 3,933 | -0.6% | 0.04% | +12.8% |
| Q1 2020 | $620,000 | -17.6% | 3,958 | -4.1% | 0.04% | +2.6% |
| Q4 2019 | $752,000 | +7.3% | 4,128 | -2.1% | 0.04% | +2.7% |
| Q3 2019 | $701,000 | -28.5% | 4,215 | -29.8% | 0.04% | -32.7% |
| Q2 2019 | $981,000 | +2.9% | 6,003 | -1.4% | 0.06% | 0.0% |
| Q1 2019 | $953,000 | +5.2% | 6,091 | -9.7% | 0.06% | -9.8% |
| Q4 2018 | $906,000 | -13.1% | 6,746 | +4.2% | 0.06% | -3.2% |
| Q3 2018 | $1,042,000 | -1.3% | 6,471 | -8.2% | 0.06% | -1.6% |
| Q2 2018 | $1,056,000 | +14.8% | 7,046 | +8.7% | 0.06% | +8.5% |
| Q1 2018 | $920,000 | +23.3% | 6,484 | +22.2% | 0.06% | +25.5% |
| Q4 2017 | $746,000 | +21.1% | 5,306 | +14.4% | 0.05% | +14.6% |
| Q3 2017 | $616,000 | +2269.2% | 4,637 | +1777.3% | 0.04% | +1266.7% |
| Q4 2015 | $26,000 | +4.0% | 247 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $25,000 | -3.8% | 247 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $26,000 | 0.0% | 247 | 0.0% | 0.00% | -25.0% |
| Q1 2015 | $26,000 | 0.0% | 247 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $26,000 | +4.0% | 247 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $25,000 | +4.2% | 247 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $24,000 | +4.3% | 247 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $23,000 | – | 247 | – | 0.00% | – |
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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% |