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 | $144,011,389 | +0.7% | 528,851 | +4.6% | 1.24% | +3.4% |
| Q2 2023 | $143,004,850 | +18.8% | 505,389 | +4.8% | 1.20% | +14.3% |
| Q1 2023 | $120,347,523 | +18.2% | 482,471 | +1.0% | 1.05% | +11.6% |
| Q4 2022 | $101,775,672 | +55.7% | 477,573 | +56.4% | 0.94% | -27.7% |
| Q3 2022 | $65,347,000 | +0.9% | 305,429 | +5.1% | 1.30% | +26.7% |
| Q2 2022 | $64,747,000 | -19.0% | 290,488 | +4.5% | 1.03% | -10.3% |
| Q1 2022 | $79,962,000 | -6.6% | 278,032 | +4.3% | 1.15% | -6.4% |
| Q4 2021 | $85,570,000 | +13.5% | 266,657 | +2.7% | 1.23% | +2.3% |
| Q3 2021 | $75,372,000 | +2.1% | 259,751 | +0.9% | 1.20% | +1.0% |
| Q2 2021 | $73,816,000 | +18.3% | 257,369 | +6.1% | 1.19% | -3.4% |
| Q1 2021 | $62,375,000 | +1.4% | 242,668 | -0.1% | 1.23% | +0.8% |
| Q4 2020 | $61,524,000 | +40.6% | 242,850 | +26.3% | 1.22% | -66.0% |
| Q3 2020 | $43,758,000 | +15.4% | 192,250 | +2.4% | 3.58% | +2.0% |
| Q2 2020 | $37,932,000 | +66.9% | 187,700 | +5.6% | 3.51% | +26.3% |
| Q1 2020 | $22,728,000 | -20.5% | 177,809 | +13.3% | 2.78% | -3.1% |
| Q4 2019 | $28,592,000 | +16.2% | 157,002 | +5.8% | 2.87% | -3.9% |
| Q3 2019 | $24,600,000 | +4.7% | 148,385 | +3.2% | 2.99% | -1.4% |
| Q2 2019 | $23,501,000 | +4.6% | 143,812 | +0.2% | 3.03% | -4.4% |
| Q1 2019 | $22,459,000 | +19.9% | 143,455 | +2.8% | 3.17% | +3.7% |
| Q4 2018 | $18,738,000 | -14.4% | 139,500 | +2.7% | 3.06% | -2.9% |
| Q3 2018 | $21,878,000 | +27.8% | 135,808 | +18.9% | 3.15% | +4.7% |
| Q2 2018 | $17,113,000 | -6.4% | 114,266 | -11.3% | 3.01% | -12.1% |
| Q1 2018 | $18,280,000 | +1.9% | 128,812 | +1.0% | 3.42% | +3.9% |
| Q4 2017 | $17,942,000 | +24.8% | 127,524 | +17.8% | 3.30% | +3.5% |
| Q3 2017 | $14,376,000 | +5.3% | 108,264 | +0.9% | 3.18% | -4.9% |
| Q2 2017 | $13,658,000 | +15.8% | 107,324 | +10.7% | 3.35% | +2.8% |
| Q1 2017 | $11,799,000 | +26.7% | 96,977 | +16.0% | 3.26% | +4.9% |
| Q4 2016 | $9,314,000 | +31.3% | 83,617 | +32.6% | 3.10% | +1.9% |
| Q3 2016 | $7,091,000 | +6.6% | 63,068 | +1.6% | 3.05% | +16.8% |
| Q2 2016 | $6,654,000 | +1.1% | 62,099 | +0.4% | 2.61% | -8.6% |
| Q1 2016 | $6,584,000 | +8.1% | 61,829 | +8.1% | 2.85% | +2.0% |
| Q4 2015 | $6,088,000 | – | 57,188 | – | 2.80% | – |
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% |