VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $682,283 | -3.8% | 2,506 | -0.0% | 0.12% | -6.2% |
| Q2 2023 | $709,519 | +13.4% | 2,507 | 0.0% | 0.13% | +0.8% |
| Q1 2023 | $625,455 | +17.1% | 2,507 | 0.0% | 0.13% | +16.5% |
| Q4 2022 | $534,345 | -0.3% | 2,507 | 0.0% | 0.11% | -2.7% |
| Q3 2022 | $536,000 | -89.1% | 2,507 | -88.6% | 0.11% | -87.5% |
| Q2 2022 | $4,910,000 | +584.8% | 22,030 | +784.0% | 0.89% | +683.3% |
| Q1 2022 | $717,000 | -10.4% | 2,492 | 0.0% | 0.11% | -8.1% |
| Q4 2021 | $800,000 | +10.7% | 2,492 | 0.0% | 0.12% | +5.1% |
| Q3 2021 | $723,000 | +1.1% | 2,492 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $715,000 | +13.1% | 2,492 | +1.4% | 0.12% | +5.4% |
| Q1 2021 | $632,000 | +1.6% | 2,457 | 0.0% | 0.11% | -7.4% |
| Q4 2020 | $622,000 | +11.3% | 2,457 | 0.0% | 0.12% | 0.0% |
| Q3 2020 | $559,000 | +12.5% | 2,457 | 0.0% | 0.12% | +5.2% |
| Q2 2020 | $497,000 | +23.9% | 2,457 | -3.9% | 0.12% | -0.9% |
| Q1 2020 | $401,000 | -13.9% | 2,558 | 0.0% | 0.12% | +5.5% |
| Q4 2019 | $466,000 | +100.9% | 2,558 | +83.5% | 0.11% | +71.9% |
| Q3 2019 | $232,000 | -47.5% | 1,394 | -48.4% | 0.06% | -45.8% |
| Q2 2019 | $442,000 | +4.5% | 2,704 | 0.0% | 0.12% | -7.8% |
| Q1 2019 | $423,000 | -9.8% | 2,704 | -22.5% | 0.13% | -20.0% |
| Q4 2018 | $469,000 | +7716.7% | 3,488 | +6359.3% | 0.16% | +5233.3% |
| Q2 2016 | $6,000 | -70.0% | 54 | -70.5% | 0.00% | -72.7% |
| Q1 2016 | $20,000 | -95.1% | 183 | -95.2% | 0.01% | -95.3% |
| Q4 2015 | $407,000 | +15.0% | 3,824 | +8.2% | 0.23% | +4.0% |
| Q3 2015 | $354,000 | -11.7% | 3,533 | -5.7% | 0.22% | -9.3% |
| Q2 2015 | $401,000 | +3.1% | 3,748 | +0.9% | 0.25% | +3.8% |
| Q1 2015 | $389,000 | +337.1% | 3,715 | +336.0% | 0.24% | +279.4% |
| Q4 2014 | $89,000 | +4.7% | 852 | 0.0% | 0.06% | -3.1% |
| Q3 2014 | $85,000 | +1.2% | 852 | 0.0% | 0.06% | -1.5% |
| Q2 2014 | $84,000 | +1.2% | 852 | -4.4% | 0.07% | -4.3% |
| Q1 2014 | $83,000 | +130.6% | 891 | +130.2% | 0.07% | +130.0% |
| Q4 2013 | $36,000 | -12.2% | 387 | -20.5% | 0.03% | -23.1% |
| Q3 2013 | $41,000 | – | 487 | – | 0.04% | – |
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% |