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 | $9,130,976 | -27.7% | 33,532 | -24.9% | 1.77% | -15.5% |
| Q2 2023 | $12,634,602 | +0.1% | 44,652 | -11.8% | 2.10% | -8.2% |
| Q1 2023 | $12,625,706 | -68.3% | 50,616 | -72.9% | 2.28% | -68.1% |
| Q4 2022 | $39,848,370 | +6306.5% | 186,985 | +6336.7% | 7.16% | +5366.4% |
| Q3 2022 | $622,000 | -0.3% | 2,905 | +3.7% | 0.13% | +2.3% |
| Q2 2022 | $624,000 | +26.3% | 2,801 | +63.2% | 0.13% | +50.6% |
| Q1 2022 | $494,000 | +25.4% | 1,716 | +39.9% | 0.08% | +23.2% |
| Q4 2021 | $394,000 | +10.7% | 1,227 | 0.0% | 0.07% | +21.1% |
| Q3 2021 | $356,000 | +24.0% | 1,227 | +22.6% | 0.06% | +26.7% |
| Q2 2021 | $287,000 | +8.3% | 1,001 | 0.0% | 0.04% | -2.2% |
| Q1 2021 | $265,000 | -46.5% | 1,001 | -48.7% | 0.05% | -40.3% |
| Q4 2020 | $495,000 | +200.0% | 1,953 | +169.0% | 0.08% | +140.6% |
| Q3 2020 | $165,000 | +12.2% | 726 | 0.0% | 0.03% | +6.7% |
| Q2 2020 | $147,000 | -5.2% | 726 | -26.5% | 0.03% | -23.1% |
| Q1 2020 | $155,000 | -13.9% | 988 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $180,000 | +9.8% | 988 | 0.0% | 0.04% | +11.4% |
| Q3 2019 | $164,000 | +3.1% | 988 | +1.2% | 0.04% | +2.9% |
| Q2 2019 | $159,000 | +60.6% | 976 | +53.7% | 0.03% | +30.8% |
| Q1 2019 | $99,000 | +16.5% | 635 | 0.0% | 0.03% | +8.3% |
| Q4 2018 | $85,000 | -16.7% | 635 | 0.0% | 0.02% | -4.0% |
| Q3 2018 | $102,000 | -1.9% | 635 | -8.6% | 0.02% | -10.7% |
| Q2 2018 | $104,000 | -18.1% | 695 | -22.3% | 0.03% | -20.0% |
| Q1 2018 | $127,000 | +9.5% | 894 | +8.4% | 0.04% | +16.7% |
| Q4 2017 | $116,000 | -24.2% | 825 | -28.4% | 0.03% | -26.8% |
| Q3 2017 | $153,000 | +4.8% | 1,153 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $146,000 | +4.3% | 1,153 | 0.0% | 0.04% | +2.5% |
| Q1 2017 | $140,000 | +8.5% | 1,153 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $129,000 | +248.6% | 1,153 | +251.5% | 0.04% | +207.7% |
| Q3 2016 | $37,000 | – | 328 | – | 0.01% | – |
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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% |