VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,637,696 | -2.2% | 968,153 | +1.6% | 9.82% | -3.6% |
| Q2 2023 | $269,662,339 | +18.6% | 953,005 | +4.6% | 10.19% | +7.0% |
| Q1 2023 | $227,294,086 | +27.7% | 911,217 | +9.1% | 9.52% | +11.8% |
| Q4 2022 | $177,982,285 | +2.8% | 835,166 | +3.2% | 8.51% | -7.1% |
| Q3 2022 | $173,060,000 | +3.3% | 808,880 | +7.6% | 9.16% | +4.0% |
| Q2 2022 | $167,569,000 | -15.2% | 751,802 | +9.5% | 8.81% | -3.5% |
| Q1 2022 | $197,509,000 | -6.4% | 686,747 | +4.4% | 9.13% | -3.9% |
| Q4 2021 | $211,082,000 | +13.7% | 657,781 | +2.8% | 9.50% | +0.5% |
| Q3 2021 | $185,581,000 | +7.2% | 639,561 | +6.0% | 9.45% | +3.0% |
| Q2 2021 | $173,045,000 | +24.0% | 603,343 | +11.2% | 9.17% | +13.3% |
| Q1 2021 | $139,514,000 | +11.9% | 542,772 | +10.3% | 8.10% | +3.8% |
| Q4 2020 | $124,681,000 | +28.5% | 492,147 | +15.5% | 7.80% | +7.4% |
| Q3 2020 | $97,002,000 | +43.6% | 426,177 | +27.5% | 7.26% | +24.6% |
| Q2 2020 | $67,543,000 | +114.9% | 334,221 | +66.6% | 5.83% | +68.0% |
| Q1 2020 | $31,426,000 | -13.3% | 200,563 | +0.8% | 3.47% | -0.5% |
| Q4 2019 | $36,241,000 | +8.0% | 198,942 | -1.4% | 3.48% | -2.8% |
| Q3 2019 | $33,545,000 | -0.2% | 201,735 | -1.9% | 3.58% | -4.8% |
| Q2 2019 | $33,601,000 | +2.7% | 205,647 | -1.7% | 3.77% | -0.8% |
| Q1 2019 | $32,717,000 | +14.9% | 209,162 | -1.3% | 3.80% | +2.3% |
| Q4 2018 | $28,478,000 | -19.0% | 211,998 | -2.9% | 3.71% | -19.8% |
| Q3 2018 | $35,177,000 | +7.7% | 218,436 | +0.2% | 4.63% | -3.9% |
| Q2 2018 | $32,662,000 | +4.7% | 218,021 | -0.8% | 4.82% | -4.2% |
| Q1 2018 | $31,198,000 | -2.5% | 219,888 | -3.3% | 5.03% | -8.1% |
| Q4 2017 | $31,984,000 | +1.7% | 227,399 | -4.0% | 5.48% | -5.1% |
| Q3 2017 | $31,454,000 | +2.9% | 236,941 | -1.5% | 5.77% | -0.6% |
| Q2 2017 | $30,563,000 | +0.5% | 240,580 | -3.8% | 5.80% | -1.9% |
| Q1 2017 | $30,414,000 | +4.5% | 249,993 | -4.2% | 5.91% | +2.1% |
| Q4 2016 | $29,100,000 | -1.3% | 261,037 | -0.6% | 5.79% | -18.8% |
| Q3 2016 | $29,495,000 | +1.7% | 262,664 | -2.9% | 7.13% | -7.5% |
| Q2 2016 | $29,010,000 | -0.1% | 270,615 | -0.8% | 7.71% | -1.5% |
| Q1 2016 | $29,047,000 | -5.2% | 272,867 | -5.3% | 7.82% | -9.4% |
| Q4 2015 | $30,654,000 | -2.2% | 288,125 | -7.8% | 8.63% | -9.1% |
| Q3 2015 | $31,347,000 | -14.1% | 312,560 | -10.4% | 9.49% | -24.0% |
| Q2 2015 | $36,488,000 | – | 348,796 | – | 12.48% | – |
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% |