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 | $67,445,576 | -19.2% | 246,224 | -17.3% | 1.48% | -11.8% |
| Q2 2023 | $83,429,250 | +19.7% | 297,813 | +6.5% | 1.68% | +23.7% |
| Q1 2023 | $69,704,609 | +71.2% | 279,568 | +47.0% | 1.36% | +64.7% |
| Q4 2022 | $40,724,530 | -2.0% | 190,168 | -3.6% | 0.82% | -14.2% |
| Q3 2022 | $41,547,000 | -6.5% | 197,343 | +4.3% | 0.96% | -2.3% |
| Q2 2022 | $44,418,000 | +0.4% | 189,220 | +16.6% | 0.98% | +13.6% |
| Q1 2022 | $44,221,000 | -3.5% | 162,346 | +7.8% | 0.86% | +9.6% |
| Q4 2021 | $45,831,000 | +11.5% | 150,654 | +7.8% | 0.79% | +6.6% |
| Q3 2021 | $41,113,000 | +16.0% | 139,693 | +15.6% | 0.74% | +16.5% |
| Q2 2021 | $35,445,000 | +74.8% | 120,886 | +53.2% | 0.64% | -18.3% |
| Q1 2021 | $20,280,000 | +37.2% | 78,899 | +35.3% | 0.78% | +32.4% |
| Q4 2020 | $14,778,000 | +24.0% | 58,331 | +11.4% | 0.59% | +6.5% |
| Q3 2020 | $11,920,000 | +38.5% | 52,371 | +23.0% | 0.55% | +2.8% |
| Q2 2020 | $8,605,000 | +7.8% | 42,580 | -16.4% | 0.54% | +16.8% |
| Q1 2020 | $7,979,000 | -30.1% | 50,925 | -18.7% | 0.46% | -20.7% |
| Q4 2019 | $11,411,000 | +25.1% | 62,637 | +14.2% | 0.58% | +17.0% |
| Q3 2019 | $9,123,000 | +18.1% | 54,866 | +16.1% | 0.50% | +11.0% |
| Q2 2019 | $7,723,000 | +52.0% | 47,267 | +45.5% | 0.45% | +35.2% |
| Q1 2019 | $5,080,000 | +50.0% | 32,476 | +28.8% | 0.33% | +28.4% |
| Q4 2018 | $3,387,000 | +33.2% | 25,214 | +59.7% | 0.26% | +33.2% |
| Q3 2018 | $2,543,000 | +166.6% | 15,793 | +148.0% | 0.19% | +132.5% |
| Q2 2018 | $954,000 | +13.4% | 6,368 | +7.4% | 0.08% | +9.2% |
| Q1 2018 | $841,000 | +18.3% | 5,930 | +17.2% | 0.08% | +18.8% |
| Q4 2017 | $711,000 | +13.9% | 5,058 | +7.5% | 0.06% | +12.3% |
| Q3 2017 | $624,000 | +1.5% | 4,704 | -2.9% | 0.06% | -3.4% |
| Q2 2017 | $615,000 | +18.0% | 4,842 | +13.0% | 0.06% | +11.3% |
| Q1 2017 | $521,000 | +31.6% | 4,286 | +20.8% | 0.05% | +23.3% |
| Q4 2016 | $396,000 | +36.6% | 3,548 | +37.1% | 0.04% | +34.4% |
| Q3 2016 | $290,000 | +9.0% | 2,587 | +4.4% | 0.03% | -8.6% |
| Q2 2016 | $266,000 | -9.2% | 2,478 | -9.9% | 0.04% | -20.5% |
| Q1 2016 | $293,000 | 0.0% | 2,750 | 0.0% | 0.04% | -21.4% |
| Q4 2015 | $293,000 | +19.1% | 2,750 | +12.1% | 0.06% | +24.4% |
| Q3 2015 | $246,000 | -0.8% | 2,453 | +5.7% | 0.04% | +45.2% |
| Q2 2015 | $248,000 | +16.4% | 2,320 | +13.7% | 0.03% | -3.1% |
| Q1 2015 | $213,000 | -5.8% | 2,040 | -5.7% | 0.03% | -15.8% |
| Q4 2014 | $226,000 | +10.2% | 2,163 | +5.0% | 0.04% | -2.6% |
| Q3 2014 | $205,000 | +0.5% | 2,060 | 0.0% | 0.04% | -7.1% |
| Q2 2014 | $204,000 | – | 2,060 | – | 0.04% | – |
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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% |