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 | $1,424,226 | +19.3% | 5,230 | +24.0% | 0.14% | +17.8% |
| Q2 2023 | $1,193,706 | +180.7% | 4,219 | +147.4% | 0.12% | +136.0% |
| Q1 2023 | $425,316 | +22.2% | 1,705 | +4.4% | 0.05% | +22.0% |
| Q4 2022 | $348,093 | -20.3% | 1,633 | -20.0% | 0.04% | -28.1% |
| Q3 2022 | $437,000 | +3.6% | 2,041 | +7.8% | 0.06% | +11.8% |
| Q2 2022 | $422,000 | -23.1% | 1,893 | -0.8% | 0.05% | -15.0% |
| Q1 2022 | $549,000 | -4.0% | 1,908 | +7.0% | 0.06% | -11.8% |
| Q4 2021 | $572,000 | +10.6% | 1,783 | 0.0% | 0.07% | +4.6% |
| Q3 2021 | $517,000 | +3.0% | 1,783 | +1.8% | 0.06% | +3.2% |
| Q2 2021 | $502,000 | 0.0% | 1,752 | -10.2% | 0.06% | -11.3% |
| Q1 2021 | $502,000 | +1.8% | 1,951 | +0.2% | 0.07% | -2.7% |
| Q4 2020 | $493,000 | +7.9% | 1,947 | -3.0% | 0.07% | -15.1% |
| Q3 2020 | $457,000 | -22.8% | 2,007 | -31.5% | 0.09% | -28.3% |
| Q2 2020 | $592,000 | -15.1% | 2,931 | -34.1% | 0.12% | -29.4% |
| Q1 2020 | $697,000 | +302.9% | 4,446 | +368.0% | 0.17% | +269.6% |
| Q4 2019 | $173,000 | -6.5% | 950 | -14.6% | 0.05% | -11.5% |
| Q3 2019 | $185,000 | -5.1% | 1,113 | -4.2% | 0.05% | -11.9% |
| Q2 2019 | $195,000 | -2.5% | 1,162 | -8.9% | 0.06% | -20.3% |
| Q1 2019 | $200,000 | +70.9% | 1,276 | +46.3% | 0.07% | +48.0% |
| Q4 2018 | $117,000 | -43.2% | 872 | -40.6% | 0.05% | -58.7% |
| Q4 2017 | $206,000 | -52.1% | 1,467 | -54.8% | 0.12% | -54.2% |
| Q3 2017 | $430,000 | +11.4% | 3,242 | +6.7% | 0.26% | +3.9% |
| Q2 2017 | $386,000 | +31.3% | 3,039 | +25.9% | 0.25% | +17.6% |
| Q1 2017 | $294,000 | – | 2,414 | – | 0.22% | – |
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% |