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 | $13,825,298 | -4.1% | 50,770 | -0.4% | 1.16% | -3.7% |
| Q2 2023 | $14,422,601 | +18.0% | 50,970 | +4.0% | 1.21% | +12.0% |
| Q1 2023 | $12,220,544 | +17.7% | 48,992 | +0.6% | 1.08% | +7.4% |
| Q4 2022 | $10,381,465 | +6.0% | 48,714 | +6.4% | 1.00% | -2.7% |
| Q3 2022 | $9,793,000 | -0.0% | 45,774 | +4.2% | 1.03% | +1.3% |
| Q2 2022 | $9,795,000 | -14.6% | 43,945 | +10.2% | 1.02% | -3.0% |
| Q1 2022 | $11,466,000 | -4.8% | 39,866 | +6.3% | 1.05% | -1.3% |
| Q4 2021 | $12,039,000 | +0.1% | 37,516 | -9.5% | 1.07% | -8.7% |
| Q3 2021 | $12,024,000 | +15.3% | 41,438 | +13.9% | 1.17% | +11.6% |
| Q2 2021 | $10,431,000 | +16.6% | 36,370 | +4.5% | 1.05% | -88.5% |
| Q1 2021 | $8,944,000 | -2.1% | 34,794 | -3.5% | 9.06% | +777.5% |
| Q4 2020 | $9,135,000 | +18.2% | 36,057 | +6.2% | 1.03% | -88.7% |
| Q3 2020 | $7,727,000 | +2.8% | 33,946 | -8.7% | 9.13% | +562.6% |
| Q2 2020 | $7,514,000 | +28.0% | 37,183 | -0.7% | 1.38% | -84.0% |
| Q1 2020 | $5,870,000 | -18.2% | 37,463 | -5.0% | 8.62% | +567.5% |
| Q4 2019 | $7,180,000 | +8.0% | 39,415 | -1.4% | 1.29% | -0.4% |
| Q3 2019 | $6,646,000 | +0.9% | 39,966 | -0.8% | 1.30% | +1.1% |
| Q2 2019 | $6,584,000 | +4.7% | 40,298 | +0.3% | 1.28% | +0.4% |
| Q1 2019 | $6,286,000 | +12.5% | 40,187 | -3.4% | 1.28% | +4.4% |
| Q4 2018 | $5,589,000 | -11.6% | 41,604 | +6.0% | 1.22% | -8.0% |
| Q3 2018 | $6,319,000 | +55.8% | 39,241 | +44.9% | 1.33% | +8.0% |
| Q2 2018 | $4,056,000 | -24.2% | 27,077 | -28.2% | 1.23% | +4.1% |
| Q1 2018 | $5,354,000 | -0.3% | 37,735 | -1.1% | 1.18% | -1.1% |
| Q4 2017 | $5,368,000 | +3.3% | 38,164 | -2.5% | 1.20% | -1.3% |
| Q3 2017 | $5,197,000 | +3.0% | 39,147 | -1.4% | 1.21% | -3.0% |
| Q2 2017 | $5,045,000 | +5.1% | 39,713 | +0.6% | 1.25% | -0.2% |
| Q1 2017 | $4,801,000 | +9.8% | 39,466 | +0.7% | 1.25% | +3.7% |
| Q4 2016 | $4,371,000 | +5.5% | 39,209 | +6.3% | 1.21% | +2.8% |
| Q3 2016 | $4,142,000 | +6.0% | 36,890 | +1.2% | 1.18% | +9.4% |
| Q2 2016 | $3,906,000 | +8.5% | 36,435 | +7.8% | 1.07% | +10.2% |
| Q1 2016 | $3,599,000 | -2.9% | 33,811 | -2.9% | 0.98% | +1.5% |
| Q4 2015 | $3,705,000 | +45.9% | 34,827 | +37.5% | 0.96% | +45.8% |
| Q3 2015 | $2,540,000 | +32.3% | 25,335 | +41.2% | 0.66% | +27.0% |
| Q2 2015 | $1,920,000 | +25.5% | 17,939 | +22.6% | 0.52% | +37.3% |
| Q1 2015 | $1,530,000 | +12.7% | 14,627 | +12.4% | 0.38% | +3.8% |
| Q4 2014 | $1,358,000 | +55.4% | 13,013 | +48.4% | 0.36% | +37.9% |
| Q3 2014 | $874,000 | +385.6% | 8,768 | +382.3% | 0.26% | +312.5% |
| Q2 2014 | $180,000 | +5.9% | 1,818 | +0.1% | 0.06% | -11.1% |
| Q1 2014 | $170,000 | +0.6% | 1,817 | 0.0% | 0.07% | -25.8% |
| Q4 2013 | $169,000 | -72.5% | 1,817 | -75.0% | 0.10% | -73.0% |
| Q3 2013 | $614,000 | -47.7% | 7,262 | -51.6% | 0.36% | -44.6% |
| Q2 2013 | $1,173,000 | – | 15,006 | – | 0.65% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fee-Only Financial Planning, L.C. | 122,751 | $33,426,189 | 26.93% |
| Jentner Corp | 158,119 | $43,057,399 | 26.77% |
| MCIA Inc | 243,241 | $70,170,103 | 26.32% |
| Axiom Advisory, LLC | 102,920 | $28,026,060 | 25.23% |
| Safeguard Financial, LLC | 188,009 | $51,196,630 | 24.70% |
| Dougherty Wealth Advisers LLC | 77,821 | $21,191,437 | 24.54% |
| Mill Creek Capital Advisors, LLC | 2,486,308 | $677,046,526 | 22.50% |
| Retirement Investment Advisors, Inc. | 813,010 | $221,390,753 | 20.16% |
| TL Private Wealth | 125,841 | $35,132,387 | 20.13% |
| STEVENS CAPITAL PARTNERS | 89,532 | $24,380,480 | 19.56% |