VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,758,897 | -8.2% | 223,124 | -4.6% | 16.24% | -3.9% |
| Q2 2023 | $66,175,007 | +3.4% | 233,867 | -8.9% | 16.89% | +1.2% |
| Q1 2023 | $64,017,280 | +17.8% | 256,644 | +0.6% | 16.70% | +9.1% |
| Q4 2022 | $54,363,509 | +10.6% | 255,096 | +11.0% | 15.31% | +14.7% |
| Q3 2022 | $49,154,157 | -1.1% | 229,746 | +3.1% | 13.35% | +3.4% |
| Q2 2022 | $49,685,748 | -18.4% | 222,916 | +5.2% | 12.92% | -13.7% |
| Q1 2022 | $60,916,269 | -5.0% | 211,809 | +6.0% | 14.96% | -15.4% |
| Q4 2021 | $64,107,798 | +12.3% | 199,775 | +1.5% | 17.70% | +17.6% |
| Q3 2021 | $57,103,135 | -0.1% | 196,792 | -1.3% | 15.04% | -2.1% |
| Q2 2021 | $57,184,752 | +10.9% | 199,382 | -0.6% | 15.36% | +4.2% |
| Q1 2021 | $51,575,590 | +3.6% | 200,652 | +2.2% | 14.74% | -6.3% |
| Q4 2020 | $49,762,310 | +16.1% | 196,425 | +4.3% | 15.74% | +11.6% |
| Q3 2020 | $42,856,687 | +7.0% | 188,290 | -5.0% | 14.10% | -0.7% |
| Q2 2020 | $40,071,011 | +27.6% | 198,283 | -1.1% | 14.21% | -1.9% |
| Q1 2020 | $31,404,750 | -12.3% | 200,426 | +1.9% | 14.48% | -4.7% |
| Q4 2019 | $35,828,831 | +3.7% | 196,678 | -5.4% | 15.19% | -4.0% |
| Q3 2019 | $34,565,289 | -0.4% | 207,874 | -2.1% | 15.83% | -1.4% |
| Q2 2019 | $34,705,997 | +1.1% | 212,412 | -3.2% | 16.06% | -4.0% |
| Q1 2019 | $34,333,877 | +31.6% | 219,498 | +13.0% | 16.74% | +6.2% |
| Q4 2018 | $26,091,856 | -16.1% | 194,237 | +0.6% | 15.76% | -5.6% |
| Q3 2018 | $31,105,359 | +8.4% | 193,153 | +0.8% | 16.70% | +1.3% |
| Q2 2018 | $28,697,903 | +3.7% | 191,562 | -1.8% | 16.49% | +4.5% |
| Q1 2018 | $27,676,248 | -7.1% | 195,068 | -7.9% | 15.79% | +4.6% |
| Q4 2017 | $29,791,498 | -5.7% | 211,813 | -11.0% | 15.09% | -8.1% |
| Q3 2017 | $31,578,172 | +2.2% | 237,877 | -2.2% | 16.42% | +0.0% |
| Q2 2017 | $30,898,161 | -21.5% | 243,216 | -24.8% | 16.41% | -18.3% |
| Q1 2017 | $39,372,461 | +42.3% | 323,627 | +30.4% | 20.09% | +26.6% |
| Q4 2016 | $27,670,785 | -0.2% | 248,213 | +0.5% | 15.86% | -1.7% |
| Q3 2016 | $27,733,272 | +5.5% | 246,979 | +0.7% | 16.15% | +1.7% |
| Q2 2016 | $26,284,582 | +6.2% | 245,192 | +5.4% | 15.87% | +2.3% |
| Q1 2016 | $24,759,099 | +6.0% | 232,589 | +6.0% | 15.51% | +0.5% |
| Q4 2015 | $23,351,754 | +30.4% | 219,492 | +22.9% | 15.43% | +13.8% |
| Q3 2015 | $17,907,782 | +0.6% | 178,560 | +7.4% | 13.56% | +6.7% |
| Q2 2015 | $17,798,347 | +25.8% | 166,262 | +23.0% | 12.72% | +18.8% |
| Q1 2015 | $14,144,213 | +47.5% | 135,209 | +47.2% | 10.71% | +43.5% |
| Q4 2014 | $9,588,535 | – | 91,853 | – | 7.46% | – |
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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% |