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 | $40,091,669 | -2.3% | 147,228 | +1.5% | 1.78% | -4.0% |
| Q2 2023 | $41,042,469 | +521.9% | 145,046 | +448.2% | 1.86% | +472.5% |
| Q1 2023 | $6,599,619 | +10.6% | 26,457 | -5.6% | 0.32% | +1.9% |
| Q4 2022 | $5,969,697 | -11.2% | 28,012 | -10.9% | 0.32% | -19.9% |
| Q3 2022 | $6,723,000 | +10.4% | 31,428 | +15.1% | 0.40% | +10.0% |
| Q2 2022 | $6,087,000 | -22.7% | 27,311 | -0.3% | 0.36% | -13.4% |
| Q1 2022 | $7,879,000 | +8.9% | 27,396 | +21.5% | 0.42% | -23.9% |
| Q4 2021 | $7,237,000 | +13.5% | 22,553 | +2.6% | 0.55% | +4.0% |
| Q3 2021 | $6,377,000 | +5.4% | 21,979 | +4.2% | 0.53% | -1.9% |
| Q2 2021 | $6,049,000 | +64.6% | 21,092 | +47.4% | 0.54% | +32.3% |
| Q1 2021 | $3,676,000 | +0.6% | 14,305 | -0.8% | 0.41% | -7.5% |
| Q4 2020 | $3,654,000 | +8.8% | 14,423 | -2.3% | 0.44% | -4.1% |
| Q3 2020 | $3,360,000 | +12.6% | 14,760 | 0.0% | 0.46% | +7.0% |
| Q2 2020 | $2,983,000 | +28.3% | 14,760 | -0.5% | 0.43% | +8.6% |
| Q1 2020 | $2,325,000 | -2.1% | 14,840 | +13.9% | 0.39% | +7.9% |
| Q4 2019 | $2,374,000 | +0.9% | 13,030 | -7.9% | 0.36% | -6.9% |
| Q3 2019 | $2,352,000 | +1.8% | 14,143 | 0.0% | 0.39% | -0.3% |
| Q2 2019 | $2,311,000 | +0.2% | 14,143 | -4.1% | 0.39% | -4.1% |
| Q1 2019 | $2,306,000 | +16.5% | 14,743 | 0.0% | 0.41% | +2.0% |
| Q4 2018 | $1,980,000 | -17.2% | 14,743 | -0.7% | 0.40% | -6.9% |
| Q3 2018 | $2,390,000 | +7.5% | 14,843 | 0.0% | 0.43% | +2.6% |
| Q2 2018 | $2,224,000 | +5.6% | 14,843 | 0.0% | 0.42% | +1.9% |
| Q1 2018 | $2,106,000 | +0.9% | 14,843 | 0.0% | 0.41% | -1.2% |
| Q4 2017 | $2,088,000 | +4.9% | 14,843 | -1.0% | 0.42% | +1.0% |
| Q3 2017 | $1,990,000 | -0.5% | 14,993 | -4.8% | 0.41% | -29.6% |
| Q2 2017 | $2,001,000 | +3.6% | 15,754 | -0.7% | 0.59% | -2.0% |
| Q1 2017 | $1,931,000 | +9.2% | 15,870 | 0.0% | 0.60% | +6.8% |
| Q4 2016 | $1,769,000 | -1.7% | 15,870 | -1.0% | 0.56% | -4.3% |
| Q3 2016 | $1,799,000 | +7.6% | 16,025 | +2.7% | 0.59% | +0.7% |
| Q2 2016 | $1,672,000 | +0.7% | 15,598 | 0.0% | 0.58% | +783.3% |
| Q1 2016 | $1,660,000 | +0.1% | 15,598 | 0.0% | 0.07% | -88.3% |
| Q4 2015 | $1,659,000 | +6.0% | 15,598 | -0.1% | 0.56% | -1.1% |
| Q3 2015 | $1,565,000 | -6.4% | 15,606 | -0.1% | 0.57% | +18.8% |
| Q2 2015 | $1,672,000 | +2.3% | 15,619 | 0.0% | 0.48% | -2.4% |
| Q1 2015 | $1,634,000 | +0.2% | 15,619 | 0.0% | 0.49% | -19.8% |
| Q4 2014 | $1,630,000 | +4.7% | 15,619 | 0.0% | 0.61% | +9.7% |
| Q3 2014 | $1,557,000 | +0.8% | 15,619 | 0.0% | 0.56% | -10.4% |
| Q2 2014 | $1,545,000 | +5.8% | 15,619 | 0.0% | 0.62% | +12.5% |
| Q1 2014 | $1,460,000 | – | 15,619 | – | 0.55% | – |
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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% |