VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,947,756 | -24.2% | 10,825 | -21.3% | 0.26% | -21.6% |
| Q2 2023 | $3,890,700 | -6.8% | 13,750 | -17.9% | 0.33% | -8.4% |
| Q1 2023 | $4,175,376 | -78.1% | 16,739 | -81.3% | 0.36% | -76.2% |
| Q4 2022 | $19,055,231 | +370.7% | 89,415 | +372.6% | 1.51% | +255.2% |
| Q3 2022 | $4,048,000 | +6.4% | 18,920 | +10.9% | 0.42% | +11.3% |
| Q2 2022 | $3,803,000 | -28.7% | 17,063 | -8.0% | 0.38% | -20.3% |
| Q1 2022 | $5,336,000 | +4.3% | 18,552 | +16.4% | 0.48% | +5.8% |
| Q4 2021 | $5,116,000 | +8.3% | 15,942 | -2.0% | 0.45% | -6.4% |
| Q3 2021 | $4,722,000 | -1.0% | 16,272 | -2.1% | 0.48% | +1.5% |
| Q2 2021 | $4,769,000 | +11.6% | 16,629 | 0.0% | 0.48% | -1.2% |
| Q1 2021 | $4,274,000 | -3.0% | 16,629 | -4.4% | 0.48% | -13.2% |
| Q4 2020 | $4,405,000 | -4.1% | 17,386 | -13.8% | 0.56% | -14.9% |
| Q3 2020 | $4,592,000 | +20.2% | 20,173 | +6.7% | 0.65% | +17.5% |
| Q2 2020 | $3,819,000 | +9.9% | 18,898 | -14.8% | 0.56% | -8.7% |
| Q1 2020 | $3,474,000 | -42.6% | 22,168 | -33.2% | 0.61% | -29.5% |
| Q4 2019 | $6,047,000 | +93.3% | 33,197 | +76.5% | 0.86% | +92.2% |
| Q3 2019 | $3,128,000 | +1.8% | 18,810 | 0.0% | 0.45% | -0.2% |
| Q2 2019 | $3,073,000 | +4.5% | 18,810 | 0.0% | 0.45% | -5.3% |
| Q1 2019 | $2,942,000 | – | 18,810 | – | 0.48% | – |
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% |