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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $4,745,000 | -31.5% | 21,289 | -11.7% | 1.44% | +7.9% |
| Q1 2022 | $6,930,000 | -11.0% | 24,097 | -0.7% | 1.33% | -7.4% |
| Q4 2021 | $7,787,000 | +10.6% | 24,267 | +0.0% | 1.44% | +19.3% |
| Q3 2021 | $7,041,000 | -0.3% | 24,266 | -1.4% | 1.20% | -3.5% |
| Q2 2021 | $7,060,000 | +13.4% | 24,617 | +1.6% | 1.25% | -1.0% |
| Q1 2021 | $6,228,000 | +4.8% | 24,230 | +3.3% | 1.26% | -3.7% |
| Q4 2020 | $5,940,000 | +24.0% | 23,447 | +11.4% | 1.31% | +1.4% |
| Q3 2020 | $4,792,000 | +12.6% | 21,052 | -0.0% | 1.29% | -6.0% |
| Q2 2020 | $4,256,000 | +29.0% | 21,060 | +0.0% | 1.37% | +4.6% |
| Q1 2020 | $3,300,000 | -16.1% | 21,058 | -2.5% | 1.31% | -0.3% |
| Q4 2019 | $3,935,000 | +10.8% | 21,600 | +1.2% | 1.32% | -0.8% |
| Q3 2019 | $3,550,000 | +1.7% | 21,349 | -0.1% | 1.33% | -1.7% |
| Q2 2019 | $3,490,000 | +4.4% | 21,360 | -0.1% | 1.35% | -4.3% |
| Q1 2019 | $3,344,000 | +44.8% | 21,378 | +24.4% | 1.41% | +27.3% |
| Q4 2018 | $2,309,000 | -17.5% | 17,186 | -1.1% | 1.11% | -9.4% |
| Q3 2018 | $2,799,000 | +7.8% | 17,381 | +0.3% | 1.22% | -2.2% |
| Q2 2018 | $2,596,000 | +5.4% | 17,329 | -0.2% | 1.25% | -4.0% |
| Q1 2018 | $2,463,000 | +0.9% | 17,358 | +0.1% | 1.30% | -1.1% |
| Q4 2017 | $2,440,000 | +7.7% | 17,348 | +1.7% | 1.32% | +2.4% |
| Q3 2017 | $2,265,000 | +4.5% | 17,065 | +0.0% | 1.28% | -1.2% |
| Q2 2017 | $2,168,000 | +18.7% | 17,063 | +13.7% | 1.30% | -18.2% |
| Q1 2017 | $1,826,000 | -4.7% | 15,012 | -12.7% | 1.59% | +10.9% |
| Q4 2016 | $1,916,000 | -0.7% | 17,191 | +0.0% | 1.43% | -5.9% |
| Q3 2016 | $1,930,000 | -46.2% | 17,189 | -48.7% | 1.52% | -29.5% |
| Q2 2016 | $3,589,000 | -5.1% | 33,477 | -5.8% | 2.16% | -9.1% |
| Q1 2016 | $3,782,000 | +90.8% | 35,527 | +90.7% | 2.38% | +39.7% |
| Q4 2015 | $1,982,000 | +6.4% | 18,632 | +0.4% | 1.70% | -0.5% |
| Q3 2015 | $1,862,000 | -3.1% | 18,564 | +3.4% | 1.71% | +4.9% |
| Q2 2015 | $1,922,000 | -0.3% | 17,950 | +0.2% | 1.63% | +9.9% |
| Q1 2015 | $1,928,000 | +3.0% | 17,922 | 0.0% | 1.48% | -5.4% |
| Q4 2014 | $1,871,000 | – | 17,922 | – | 1.57% | – |
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% |