VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,593,344 | +27.7% | 42,574 | +32.7% | 1.45% | +33.0% |
| Q2 2023 | $9,076,218 | +154.3% | 32,076 | +124.2% | 1.09% | +134.5% |
| Q1 2023 | $3,568,708 | +41.4% | 14,307 | +20.8% | 0.46% | +32.2% |
| Q4 2022 | $2,524,663 | +25.6% | 11,847 | +26.1% | 0.35% | +13.2% |
| Q3 2022 | $2,010,000 | +22.0% | 9,395 | +27.2% | 0.31% | +24.0% |
| Q2 2022 | $1,647,000 | -1.6% | 7,388 | +27.1% | 0.25% | +12.6% |
| Q1 2022 | $1,673,000 | -25.3% | 5,815 | -16.7% | 0.22% | -19.0% |
| Q4 2021 | $2,240,000 | +18.4% | 6,981 | +7.1% | 0.27% | +7.9% |
| Q3 2021 | $1,892,000 | +1.2% | 6,519 | 0.0% | 0.25% | +0.4% |
| Q2 2021 | $1,870,000 | +13.8% | 6,519 | +2.0% | 0.25% | +5.9% |
| Q1 2021 | $1,643,000 | -1.6% | 6,391 | -3.0% | 0.24% | -12.8% |
| Q4 2020 | $1,669,000 | +12.2% | 6,587 | +0.7% | 0.27% | -8.7% |
| Q3 2020 | $1,488,000 | +12.6% | 6,539 | -0.0% | 0.30% | +5.6% |
| Q2 2020 | $1,322,000 | +25.4% | 6,542 | -2.7% | 0.28% | +12.3% |
| Q1 2020 | $1,054,000 | -17.9% | 6,725 | -4.6% | 0.25% | +3.3% |
| Q4 2019 | $1,284,000 | +21.1% | 7,048 | +10.6% | 0.24% | +13.4% |
| Q3 2019 | $1,060,000 | +1.7% | 6,375 | 0.0% | 0.22% | +1.9% |
| Q2 2019 | $1,042,000 | +4.5% | 6,375 | 0.0% | 0.21% | -0.9% |
| Q1 2019 | $997,000 | +24.9% | 6,375 | +7.3% | 0.21% | +18.2% |
| Q4 2018 | $798,000 | -39.2% | 5,943 | -27.0% | 0.18% | -69.3% |
| Q3 2018 | $1,312,000 | -13.4% | 8,144 | -19.4% | 0.59% | +84.1% |
| Q2 2018 | $1,515,000 | +4.8% | 10,110 | -0.7% | 0.32% | +3.6% |
| Q1 2018 | $1,445,000 | -0.1% | 10,186 | -1.0% | 0.31% | +1.6% |
| Q4 2017 | $1,447,000 | +5.9% | 10,291 | -0.1% | 0.30% | -0.3% |
| Q3 2017 | $1,367,000 | +7.6% | 10,299 | +2.9% | 0.30% | +5.5% |
| Q2 2017 | $1,271,000 | -10.0% | 10,006 | -13.8% | 0.29% | -13.5% |
| Q1 2017 | $1,413,000 | +0.1% | 11,614 | -8.3% | 0.33% | -2.6% |
| Q4 2016 | $1,412,000 | +2106.2% | 12,664 | +2133.5% | 0.34% | +3711.1% |
| Q3 2016 | $64,000 | -93.9% | 567 | -94.2% | 0.01% | -96.9% |
| Q2 2016 | $1,041,000 | +41.6% | 9,712 | +40.7% | 0.29% | +10.2% |
| Q1 2016 | $735,000 | +55.7% | 6,905 | +55.7% | 0.26% | +45.9% |
| Q4 2015 | $472,000 | +260.3% | 4,434 | +238.7% | 0.18% | +223.2% |
| Q3 2015 | $131,000 | +0.8% | 1,309 | +8.2% | 0.06% | +14.3% |
| Q2 2015 | $130,000 | +2.4% | 1,210 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $127,000 | +0.8% | 1,210 | 0.0% | 0.05% | -3.9% |
| Q4 2014 | $126,000 | +4.1% | 1,210 | 0.0% | 0.05% | -7.3% |
| Q3 2014 | $121,000 | +0.8% | 1,210 | 0.0% | 0.06% | -5.2% |
| Q2 2014 | $120,000 | +6.2% | 1,210 | 0.0% | 0.06% | -3.3% |
| Q1 2014 | $113,000 | 0.0% | 1,210 | 0.0% | 0.06% | -3.2% |
| Q4 2013 | $113,000 | +10.8% | 1,210 | 0.0% | 0.06% | -3.1% |
| Q3 2013 | $102,000 | +7.4% | 1,210 | 0.0% | 0.06% | -1.5% |
| Q2 2013 | $95,000 | – | 1,210 | – | 0.06% | – |
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% |