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 | $590,532 | -2.9% | 2,168 | +0.9% | 0.04% | +5.9% |
Q2 2023 | $608,251 | +10.4% | 2,149 | -2.7% | 0.03% | +13.3% |
Q1 2023 | $551,162 | -0.3% | 2,209 | -14.8% | 0.03% | -3.2% |
Q4 2022 | $552,722 | -77.1% | 2,593 | -77.0% | 0.03% | -81.0% |
Q3 2022 | $2,416,000 | +49.4% | 11,294 | +55.7% | 0.16% | +39.3% |
Q2 2022 | $1,617,000 | +162.1% | 7,253 | +237.8% | 0.12% | +160.0% |
Q1 2022 | $617,000 | -7.1% | 2,147 | +3.7% | 0.04% | -2.2% |
Q4 2021 | $664,000 | +10.5% | 2,070 | -0.1% | 0.05% | -6.1% |
Q3 2021 | $601,000 | +7.1% | 2,072 | +6.1% | 0.05% | +8.9% |
Q2 2021 | $561,000 | +13.6% | 1,953 | +1.6% | 0.04% | -6.2% |
Q1 2021 | $494,000 | +1.4% | 1,923 | +0.1% | 0.05% | 0.0% |
Q4 2020 | $487,000 | +11.4% | 1,922 | 0.0% | 0.05% | -14.3% |
Q3 2020 | $437,000 | +6.8% | 1,922 | -4.9% | 0.06% | -1.8% |
Q2 2020 | $409,000 | +96.6% | 2,022 | +52.3% | 0.06% | +96.6% |
Q1 2020 | $208,000 | -14.0% | 1,328 | 0.0% | 0.03% | 0.0% |
Q4 2019 | $242,000 | +6.1% | 1,328 | -3.3% | 0.03% | -6.5% |
Q3 2019 | $228,000 | +1.3% | 1,374 | 0.0% | 0.03% | -3.1% |
Q2 2019 | $225,000 | +0.4% | 1,374 | -1.1% | 0.03% | -8.6% |
Q3 2018 | $224,000 | -5.9% | 1,389 | -12.7% | 0.04% | -14.6% |
Q2 2018 | $238,000 | -2.1% | 1,591 | -7.2% | 0.04% | -6.8% |
Q1 2018 | $243,000 | -23.6% | 1,715 | -24.2% | 0.04% | -26.7% |
Q4 2017 | $318,000 | +49.3% | 2,264 | +40.8% | 0.06% | +36.4% |
Q3 2017 | $213,000 | -14.5% | 1,608 | -17.8% | 0.04% | -20.0% |
Q2 2017 | $249,000 | +5.1% | 1,957 | +0.6% | 0.06% | -6.8% |
Q1 2017 | $237,000 | +13.9% | 1,946 | +4.3% | 0.06% | +15.7% |
Q4 2016 | $208,000 | +0.5% | 1,865 | +1.4% | 0.05% | -5.6% |
Q3 2016 | $207,000 | -6.8% | 1,839 | -11.7% | 0.05% | -16.9% |
Q4 2015 | $222,000 | +0.9% | 2,083 | -5.2% | 0.06% | -9.7% |
Q3 2015 | $220,000 | +6.8% | 2,198 | +11.6% | 0.07% | +9.1% |
Q1 2015 | $206,000 | -10.0% | 1,970 | -10.0% | 0.07% | -7.0% |
Q4 2014 | $229,000 | +8.5% | 2,190 | +3.5% | 0.07% | 0.0% |
Q3 2014 | $211,000 | -6.2% | 2,115 | -7.2% | 0.07% | -7.8% |
Q2 2014 | $225,000 | +10.3% | 2,278 | +4.3% | 0.08% | +1.3% |
Q1 2014 | $204,000 | -12.8% | 2,184 | -13.1% | 0.08% | -15.6% |
Q4 2013 | $234,000 | -28.4% | 2,512 | -34.9% | 0.09% | -40.8% |
Q3 2013 | $327,000 | +2.2% | 3,861 | -5.8% | 0.15% | -14.1% |
Q2 2013 | $320,000 | – | 4,099 | – | 0.18% | – |
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% |