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 | $45,141,243 | -1.4% | 165,771 | +2.4% | 0.39% | -0.3% |
| Q2 2023 | $45,792,371 | +23.7% | 161,833 | +9.1% | 0.39% | +4.3% |
| Q1 2023 | $37,012,828 | +19.8% | 148,384 | +2.4% | 0.37% | +8.8% |
| Q4 2022 | $30,892,806 | -3.4% | 144,962 | -3.0% | 0.34% | -15.3% |
| Q3 2022 | $31,978,000 | -3.6% | 149,466 | +0.4% | 0.40% | -11.0% |
| Q2 2022 | $33,183,000 | -24.5% | 148,876 | -2.6% | 0.45% | -19.1% |
| Q1 2022 | $43,955,000 | +46.6% | 152,834 | +63.5% | 0.56% | +32.0% |
| Q4 2021 | $29,992,000 | +6.6% | 93,463 | -3.6% | 0.42% | -9.4% |
| Q3 2021 | $28,123,000 | +10.0% | 96,920 | +8.8% | 0.47% | -0.6% |
| Q2 2021 | $25,555,000 | +40.9% | 89,099 | +26.2% | 0.47% | +26.5% |
| Q1 2021 | $18,143,000 | +1.7% | 70,584 | +0.2% | 0.37% | -20.3% |
| Q4 2020 | $17,842,000 | +8.2% | 70,426 | -2.8% | 0.47% | -5.6% |
| Q3 2020 | $16,485,000 | +0.2% | 72,428 | -11.0% | 0.50% | -2.2% |
| Q2 2020 | $16,450,000 | +28.3% | 81,400 | -0.5% | 0.51% | +19.0% |
| Q1 2020 | $12,817,000 | -19.5% | 81,798 | -6.4% | 0.43% | -23.9% |
| Q4 2019 | $15,928,000 | +12.7% | 87,434 | +2.8% | 0.56% | +3.7% |
| Q3 2019 | $14,139,000 | -2.2% | 85,031 | -3.9% | 0.54% | -4.3% |
| Q2 2019 | $14,455,000 | +3.7% | 88,471 | -0.8% | 0.56% | -6.6% |
| Q1 2019 | $13,945,000 | +27.5% | 89,152 | +9.5% | 0.60% | +11.9% |
| Q4 2018 | $10,940,000 | -18.5% | 81,444 | -2.2% | 0.54% | -11.2% |
| Q3 2018 | $13,417,000 | -71.3% | 83,314 | -73.3% | 0.61% | -72.8% |
| Q2 2018 | $46,776,000 | +6433.0% | 312,238 | +6086.6% | 2.24% | +3969.1% |
| Q1 2018 | $716,000 | +4.5% | 5,047 | +3.6% | 0.06% | +3.8% |
| Q4 2017 | $685,000 | -8.8% | 4,872 | -13.9% | 0.05% | -14.5% |
| Q3 2017 | $751,000 | +83.2% | 5,656 | +75.4% | 0.06% | +72.2% |
| Q2 2017 | $410,000 | -6.0% | 3,224 | -10.1% | 0.04% | -12.2% |
| Q1 2017 | $436,000 | +2.3% | 3,587 | -6.2% | 0.04% | -4.7% |
| Q4 2016 | $426,000 | -8.0% | 3,825 | -7.3% | 0.04% | -12.2% |
| Q3 2016 | $463,000 | +10.8% | 4,126 | +5.9% | 0.05% | +4.3% |
| Q2 2016 | $418,000 | +0.7% | 3,896 | 0.0% | 0.05% | -9.6% |
| Q1 2016 | $415,000 | +3.0% | 3,896 | +3.0% | 0.05% | -28.8% |
| Q4 2015 | $403,000 | +6.3% | 3,784 | 0.0% | 0.07% | -45.9% |
| Q3 2015 | $379,000 | -6.4% | 3,784 | 0.0% | 0.14% | -6.9% |
| Q2 2015 | $405,000 | +2.3% | 3,784 | -0.0% | 0.14% | -1.4% |
| Q1 2015 | $396,000 | +0.5% | 3,785 | +0.2% | 0.15% | -1.3% |
| Q4 2014 | $394,000 | +2.9% | 3,776 | -1.6% | 0.15% | 0.0% |
| Q3 2014 | $383,000 | +3.0% | 3,838 | +2.2% | 0.15% | -11.3% |
| Q2 2014 | $372,000 | +6.3% | 3,756 | +0.2% | 0.17% | +9.8% |
| Q1 2014 | $350,000 | +0.6% | 3,748 | +0.2% | 0.15% | -11.0% |
| Q4 2013 | $348,000 | +10.1% | 3,740 | +0.3% | 0.17% | +4.9% |
| Q3 2013 | $316,000 | +8.6% | 3,729 | +0.2% | 0.16% | +0.6% |
| Q2 2013 | $291,000 | – | 3,720 | – | 0.16% | – |
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% |