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 | $15,444,501 | +10.3% | 56,704 | +14.6% | 0.60% | +11.4% |
| Q2 2023 | $13,998,553 | -15.9% | 49,459 | -25.9% | 0.54% | -21.6% |
| Q1 2023 | $16,654,231 | +164.6% | 66,754 | +126.1% | 0.68% | +117.1% |
| Q4 2022 | $6,293,015 | +0.5% | 29,529 | +1.0% | 0.32% | -3.7% |
| Q3 2022 | $6,259,000 | +154.1% | 29,237 | +164.9% | 0.33% | +159.5% |
| Q2 2022 | $2,463,000 | -25.9% | 11,039 | -4.3% | 0.13% | -9.4% |
| Q1 2022 | $3,322,000 | -20.2% | 11,540 | -11.0% | 0.14% | -22.8% |
| Q4 2021 | $4,164,000 | +14.0% | 12,967 | +3.0% | 0.18% | -1.1% |
| Q3 2021 | $3,654,000 | +8.9% | 12,586 | +7.7% | 0.18% | +8.3% |
| Q2 2021 | $3,355,000 | +10.6% | 11,690 | -0.8% | 0.17% | -6.7% |
| Q1 2021 | $3,033,000 | -7.6% | 11,790 | -9.0% | 0.18% | -20.4% |
| Q4 2020 | $3,284,000 | +445.5% | 12,957 | +389.9% | 0.23% | -1.7% |
| Q3 2020 | $602,000 | -73.6% | 2,645 | -76.6% | 0.23% | +13.9% |
| Q2 2020 | $2,280,000 | +31.1% | 11,282 | +1.7% | 0.20% | +9.2% |
| Q1 2020 | $1,739,000 | +4.4% | 11,096 | +21.3% | 0.18% | +44.5% |
| Q4 2019 | $1,666,000 | +24.4% | 9,147 | +13.6% | 0.13% | -7.2% |
| Q3 2019 | $1,339,000 | +71.0% | 8,054 | +70.0% | 0.14% | +56.8% |
| Q2 2019 | $783,000 | +192.2% | 4,738 | +139.2% | 0.09% | +63.0% |
| Q4 2018 | $268,000 | -11.6% | 1,981 | +3.4% | 0.05% | -3.6% |
| Q3 2018 | $303,000 | -20.5% | 1,916 | -24.3% | 0.06% | +7.7% |
| Q2 2018 | $381,000 | -4.3% | 2,532 | -9.8% | 0.05% | -7.1% |
| Q1 2018 | $398,000 | +5.0% | 2,808 | +6.2% | 0.06% | -3.4% |
| Q4 2017 | $379,000 | +15.9% | 2,644 | +7.7% | 0.06% | +16.0% |
| Q3 2017 | $327,000 | +59.5% | 2,454 | +50.6% | 0.05% | +51.5% |
| Q2 2017 | $205,000 | -10.5% | 1,630 | -13.7% | 0.03% | -19.5% |
| Q1 2017 | $229,000 | – | 1,888 | – | 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% |