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 | $970,414 | -3.7% | 3,564 | +0.1% | 0.47% | +0.2% |
| Q2 2023 | $1,007,186 | +13.7% | 3,559 | +0.3% | 0.47% | +12.3% |
| Q1 2023 | $885,498 | +17.2% | 3,550 | +0.1% | 0.42% | +14.0% |
| Q4 2022 | $755,392 | -7.1% | 3,545 | -6.7% | 0.36% | -14.1% |
| Q3 2022 | $813,000 | -24.8% | 3,801 | -21.6% | 0.42% | -20.7% |
| Q2 2022 | $1,081,000 | -33.0% | 4,851 | -13.6% | 0.54% | -21.1% |
| Q1 2022 | $1,614,000 | -0.8% | 5,614 | +0.1% | 0.68% | -6.3% |
| Q3 2021 | $1,627,000 | -0.5% | 5,606 | -1.7% | 0.72% | +1.0% |
| Q2 2021 | $1,635,000 | +13.3% | 5,701 | +1.5% | 0.72% | +8.1% |
| Q1 2021 | $1,443,000 | +9.6% | 5,614 | +8.0% | 0.66% | -1.2% |
| Q4 2020 | $1,317,000 | +43.0% | 5,200 | +28.5% | 0.67% | +21.3% |
| Q3 2020 | $921,000 | +13.0% | 4,048 | +0.4% | 0.55% | +6.7% |
| Q2 2020 | $815,000 | +29.2% | 4,033 | +0.2% | 0.52% | +11.4% |
| Q1 2020 | $631,000 | -13.9% | 4,024 | 0.0% | 0.47% | +17.4% |
| Q4 2019 | $733,000 | +9.9% | 4,024 | +0.2% | 0.40% | +4.7% |
| Q3 2019 | $667,000 | -2.8% | 4,014 | -4.3% | 0.38% | -5.2% |
| Q2 2019 | $686,000 | +4.7% | 4,196 | +0.2% | 0.40% | +1.8% |
| Q1 2019 | $655,000 | +3.6% | 4,186 | -11.0% | 0.39% | -11.5% |
| Q4 2018 | $632,000 | -12.9% | 4,704 | +4.3% | 0.44% | -2.4% |
| Q3 2018 | $726,000 | +22.4% | 4,509 | +13.9% | 0.46% | +11.5% |
| Q2 2018 | $593,000 | -0.7% | 3,960 | -5.8% | 0.41% | -2.4% |
| Q1 2018 | $597,000 | +2.1% | 4,205 | +1.0% | 0.42% | +5.6% |
| Q4 2017 | $585,000 | +107.4% | 4,162 | +95.6% | 0.40% | +94.1% |
| Q3 2017 | $282,000 | +4.8% | 2,128 | +0.5% | 0.20% | -2.4% |
| Q2 2017 | $269,000 | +4.7% | 2,118 | +0.3% | 0.21% | +1.5% |
| Q1 2017 | $257,000 | +29.8% | 2,112 | +18.8% | 0.21% | +22.6% |
| Q4 2016 | $198,000 | +321.3% | 1,778 | +324.3% | 0.17% | +330.8% |
| Q3 2016 | $47,000 | +4.4% | 419 | +0.5% | 0.04% | -2.5% |
| Q2 2016 | $45,000 | +2.3% | 417 | +0.2% | 0.04% | 0.0% |
| Q1 2016 | $44,000 | 0.0% | 416 | +0.2% | 0.04% | -4.8% |
| Q4 2015 | $44,000 | – | 415 | – | 0.04% | – |
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% |