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 | $26,397,131 | -4.1% | 96,936 | -0.3% | 0.96% | +0.2% |
| Q2 2023 | $27,521,603 | +13.6% | 97,262 | +0.1% | 0.95% | +10.2% |
| Q1 2023 | $24,231,898 | +20.0% | 97,144 | +2.6% | 0.86% | +16.3% |
| Q4 2022 | $20,185,107 | +0.3% | 94,716 | +0.7% | 0.74% | -7.8% |
| Q3 2022 | $20,125,000 | -3.5% | 94,066 | +0.6% | 0.81% | +8.9% |
| Q2 2022 | $20,849,000 | +39.3% | 93,545 | +79.7% | 0.74% | -9.5% |
| Q1 2022 | $14,969,000 | -46.5% | 52,049 | -40.3% | 0.82% | -3.2% |
| Q4 2021 | $27,997,000 | +4.7% | 87,250 | -5.3% | 0.85% | -3.1% |
| Q3 2021 | $26,732,000 | +3.6% | 92,129 | +2.4% | 0.87% | -37.2% |
| Q2 2021 | $25,798,000 | -28.4% | 89,949 | -35.8% | 1.39% | -33.2% |
| Q1 2021 | $36,012,000 | +15.0% | 140,109 | +13.4% | 2.08% | -1.0% |
| Q4 2020 | $31,303,000 | +10.7% | 123,561 | -0.5% | 2.10% | -0.8% |
| Q3 2020 | $28,275,000 | +11.2% | 124,227 | -1.3% | 2.12% | +5.7% |
| Q2 2020 | $25,428,000 | +43.0% | 125,831 | +10.9% | 2.00% | +20.5% |
| Q1 2020 | $17,785,000 | -9.5% | 113,505 | +5.2% | 1.66% | +14.9% |
| Q4 2019 | $19,647,000 | +9.4% | 107,859 | -0.2% | 1.45% | +3.4% |
| Q3 2019 | $17,966,000 | +0.5% | 108,053 | -1.2% | 1.40% | +1.4% |
| Q2 2019 | $17,876,000 | +1.2% | 109,407 | -3.1% | 1.38% | -2.4% |
| Q1 2019 | $17,667,000 | +18.0% | 112,951 | +1.3% | 1.41% | +5.9% |
| Q4 2018 | $14,977,000 | -19.0% | 111,502 | -2.9% | 1.34% | -7.2% |
| Q3 2018 | $18,500,000 | +10.7% | 114,888 | +3.0% | 1.44% | +2.6% |
| Q2 2018 | $16,715,000 | +10.9% | 111,580 | +5.4% | 1.40% | -4.4% |
| Q1 2018 | $15,076,000 | +1.7% | 105,865 | +3.5% | 1.47% | +4.1% |
| Q4 2017 | $14,822,000 | +10.4% | 102,270 | +1.3% | 1.41% | +1.9% |
| Q3 2017 | $13,421,000 | +1.7% | 100,923 | -0.7% | 1.38% | -3.8% |
| Q2 2017 | $13,201,000 | +9.4% | 101,634 | +4.5% | 1.44% | +4.6% |
| Q1 2017 | $12,062,000 | +10.5% | 97,271 | -1.0% | 1.37% | -1.0% |
| Q4 2016 | $10,919,000 | 0.0% | 98,220 | 0.0% | 1.39% | 0.0% |
| Q3 2016 | $10,919,000 | -13.6% | 98,220 | -16.7% | 1.39% | -19.0% |
| Q2 2016 | $12,635,000 | -41.9% | 117,874 | -42.7% | 1.71% | -29.2% |
| Q1 2016 | $21,732,000 | +755.9% | 205,554 | +761.3% | 2.42% | +436.8% |
| Q4 2015 | $2,539,000 | -70.1% | 23,866 | -71.8% | 0.45% | -65.6% |
| Q3 2015 | $8,492,000 | +19.9% | 84,673 | +28.0% | 1.31% | +27.6% |
| Q2 2015 | $7,082,000 | +66.9% | 66,166 | +66.9% | 1.03% | +67.3% |
| Q1 2015 | $4,244,000 | +63.9% | 39,645 | +60.3% | 0.61% | +54.3% |
| Q4 2014 | $2,590,000 | +6.6% | 24,735 | +1.5% | 0.40% | +5.0% |
| Q3 2014 | $2,429,000 | -6.1% | 24,375 | -7.2% | 0.38% | +1.3% |
| Q2 2014 | $2,588,000 | -6.1% | 26,279 | -10.8% | 0.37% | -3.1% |
| Q1 2014 | $2,755,000 | -3.8% | 29,476 | -5.8% | 0.39% | -10.0% |
| Q4 2013 | $2,863,000 | -18.6% | 31,294 | -24.7% | 0.43% | -24.1% |
| Q3 2013 | $3,516,000 | – | 41,559 | – | 0.56% | – |
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% |