VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,571 | -79.8% | 1,141 | -78.9% | 0.04% | -77.9% |
| Q2 2023 | $1,533,757 | +80.2% | 5,420 | +58.9% | 0.17% | +79.2% |
| Q1 2023 | $851,171 | +47.1% | 3,412 | +25.7% | 0.10% | +47.7% |
| Q4 2022 | $578,690 | -99.9% | 2,715 | -2.3% | 0.06% | -5.8% |
| Q3 2022 | $594,558,000 | -17.0% | 2,779 | -13.5% | 0.07% | -9.2% |
| Q2 2022 | $715,904,000 | +70781.6% | 3,212 | -8.5% | 0.08% | -16.5% |
| Q1 2022 | $1,010,000 | +1.4% | 3,511 | +13.1% | 0.09% | +24.7% |
| Q4 2021 | $996,000 | +14.9% | 3,103 | +3.8% | 0.07% | +10.6% |
| Q3 2021 | $867,000 | -7.2% | 2,988 | -8.3% | 0.07% | -5.7% |
| Q2 2021 | $934,000 | +14.2% | 3,257 | +2.4% | 0.07% | +9.4% |
| Q1 2021 | $818,000 | +6.0% | 3,182 | +4.4% | 0.06% | -24.7% |
| Q4 2020 | $772,000 | +2.4% | 3,047 | -8.0% | 0.08% | +3.7% |
| Q3 2020 | $754,000 | +0.8% | 3,311 | -10.6% | 0.08% | +1.2% |
| Q2 2020 | $748,000 | -5.6% | 3,703 | -8.8% | 0.08% | +15.7% |
| Q1 2020 | $792,000 | +29.0% | 4,060 | +20.4% | 0.07% | +29.6% |
| Q4 2019 | $614,000 | +26.6% | 3,372 | +15.6% | 0.05% | +28.6% |
| Q3 2019 | $485,000 | +90.2% | 2,916 | +86.9% | 0.04% | +100.0% |
| Q2 2019 | $255,000 | -20.6% | 1,560 | -23.9% | 0.02% | -19.2% |
| Q1 2019 | $321,000 | -39.2% | 2,051 | -47.9% | 0.03% | -36.6% |
| Q4 2018 | $528,000 | -24.4% | 3,933 | -9.5% | 0.04% | -6.8% |
| Q3 2018 | $698,000 | -9.7% | 4,348 | -15.8% | 0.04% | -6.4% |
| Q2 2018 | $773,000 | -1.7% | 5,161 | -6.8% | 0.05% | +17.5% |
| Q1 2018 | $786,000 | -75.4% | 5,537 | -75.6% | 0.04% | -75.5% |
| Q4 2017 | $3,189,000 | +1.6% | 22,671 | -4.2% | 0.16% | -5.2% |
| Q3 2017 | $3,140,000 | +6.5% | 23,655 | +2.0% | 0.17% | +2.4% |
| Q2 2017 | $2,948,000 | -14.0% | 23,202 | -17.6% | 0.17% | -15.6% |
| Q1 2017 | $3,428,000 | +10.7% | 28,174 | +1.4% | 0.20% | +2.6% |
| Q4 2016 | $3,098,000 | -0.5% | 27,792 | +0.2% | 0.19% | -2.5% |
| Q3 2016 | $3,113,000 | +20.6% | 27,723 | +15.1% | 0.20% | +13.1% |
| Q2 2016 | $2,581,000 | +11.5% | 24,081 | +10.8% | 0.18% | +4.8% |
| Q1 2016 | $2,314,000 | -5.6% | 21,735 | -5.7% | 0.17% | -9.7% |
| Q4 2015 | $2,451,000 | +1269.3% | 23,040 | +31.2% | 0.19% | +933.3% |
| Q3 2015 | $179,000 | -89.6% | 17,564 | +9.1% | 0.02% | -89.8% |
| Q2 2015 | $1,724,000 | +9.1% | 16,103 | +6.6% | 0.18% | +1.7% |
| Q1 2015 | $1,580,000 | +2.5% | 15,104 | +2.3% | 0.17% | -13.0% |
| Q4 2014 | $1,541,000 | +2.1% | 14,766 | -2.5% | 0.20% | -24.8% |
| Q3 2014 | $1,509,000 | +8.2% | 15,141 | +7.4% | 0.27% | +13.2% |
| Q2 2014 | $1,395,000 | +2.4% | 14,104 | -3.2% | 0.24% | -19.2% |
| Q1 2014 | $1,362,000 | -4.2% | 14,574 | -4.6% | 0.29% | -17.6% |
| Q4 2013 | $1,422,000 | +7.0% | 15,279 | -2.7% | 0.35% | -6.9% |
| Q3 2013 | $1,329,000 | +9.1% | 15,710 | +0.8% | 0.38% | -8.5% |
| Q2 2013 | $1,218,000 | +9.0% | 15,579 | +8.1% | 0.41% | +11.0% |
| Q1 2013 | $1,117,000 | – | 14,414 | – | 0.37% | – |
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% |