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 | $35,473,980 | -1.8% | 124,860 | -2.2% | 8.71% | +4.4% |
| Q2 2023 | $36,119,148 | +17.4% | 127,648 | +3.5% | 8.35% | +14.4% |
| Q1 2023 | $30,776,491 | +12.5% | 123,382 | -3.9% | 7.30% | +10.6% |
| Q4 2022 | $27,352,242 | -4.7% | 128,348 | -1.8% | 6.60% | -19.9% |
| Q3 2022 | $28,689,000 | -12.2% | 130,753 | -4.6% | 8.24% | +5.4% |
| Q2 2022 | $32,694,000 | -22.7% | 137,058 | -6.7% | 7.82% | -8.5% |
| Q1 2022 | $42,268,000 | -6.9% | 146,970 | +3.3% | 8.54% | -2.8% |
| Q4 2021 | $45,411,000 | +12.0% | 142,270 | +1.8% | 8.79% | -4.4% |
| Q3 2021 | $40,546,000 | -0.0% | 139,731 | -1.2% | 9.19% | +0.3% |
| Q2 2021 | $40,564,000 | +12.0% | 141,430 | -1.1% | 9.16% | -0.6% |
| Q1 2021 | $36,213,000 | +11.2% | 142,943 | -0.1% | 9.22% | +3.8% |
| Q4 2020 | $32,558,000 | +3.8% | 143,043 | +1.0% | 8.88% | +6.1% |
| Q3 2020 | $31,371,000 | -16.7% | 141,603 | -20.8% | 8.37% | -16.7% |
| Q2 2020 | $37,656,000 | +33.1% | 178,709 | +2.0% | 10.04% | +12.7% |
| Q1 2020 | $28,302,000 | +15.3% | 175,204 | +33.8% | 8.91% | +49.4% |
| Q4 2019 | $24,557,000 | +13.0% | 130,958 | +0.8% | 5.97% | +11.9% |
| Q3 2019 | $21,737,000 | +2.4% | 129,866 | -0.1% | 5.33% | +2.6% |
| Q2 2019 | $21,233,000 | +11.8% | 129,951 | +9.0% | 5.20% | +3.6% |
| Q1 2019 | $18,990,000 | +19.5% | 119,249 | +0.8% | 5.02% | -2.7% |
| Q4 2018 | $15,885,000 | -10.2% | 118,255 | +0.1% | 5.16% | -2.5% |
| Q3 2018 | $17,685,000 | +4.6% | 118,146 | -0.9% | 5.29% | -6.5% |
| Q2 2018 | $16,908,000 | -0.2% | 119,169 | -0.2% | 5.65% | +1.6% |
| Q1 2018 | $16,937,000 | +1.8% | 119,374 | +0.9% | 5.57% | -2.7% |
| Q4 2017 | $16,644,000 | +8.0% | 118,336 | +2.0% | 5.72% | +2.1% |
| Q3 2017 | $15,406,000 | +14.1% | 116,053 | +9.2% | 5.60% | +4.9% |
| Q2 2017 | $13,502,000 | +39.9% | 106,285 | +34.0% | 5.34% | +26.7% |
| Q1 2017 | $9,652,000 | +23.4% | 79,334 | +13.1% | 4.22% | +22.6% |
| Q4 2016 | $7,821,000 | -1.0% | 70,152 | -0.3% | 3.44% | +0.5% |
| Q3 2016 | $7,900,000 | +148.9% | 70,356 | +137.6% | 3.42% | +158.1% |
| Q2 2016 | $3,174,000 | +1463.5% | 29,612 | +1362.3% | 1.33% | +912.2% |
| Q3 2015 | $203,000 | -6.0% | 2,025 | 0.0% | 0.13% | -2.2% |
| Q2 2015 | $216,000 | +0.9% | 2,025 | +2.5% | 0.13% | -7.6% |
| Q1 2015 | $214,000 | +3.9% | 1,975 | 0.0% | 0.14% | +1.4% |
| Q4 2014 | $206,000 | – | 1,975 | – | 0.14% | – |
Download | ||||||
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% |