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 | $689,510 | +22.7% | 2,532 | +27.5% | 0.06% | +31.9% |
| Q2 2023 | $561,836 | +17.0% | 1,986 | +3.2% | 0.05% | +6.8% |
| Q1 2023 | $480,178 | +25.9% | 1,925 | +7.6% | 0.04% | +15.8% |
| Q4 2022 | $381,331 | -5.4% | 1,789 | -4.9% | 0.04% | -11.6% |
| Q3 2022 | $403,000 | -3.8% | 1,882 | 0.0% | 0.04% | +22.9% |
| Q2 2022 | $419,000 | -22.6% | 1,882 | +0.1% | 0.04% | -7.9% |
| Q1 2022 | $541,000 | +40.2% | 1,881 | +56.4% | 0.04% | +46.2% |
| Q4 2021 | $386,000 | -5.6% | 1,203 | -14.6% | 0.03% | -13.3% |
| Q3 2021 | $409,000 | +12.1% | 1,408 | +10.6% | 0.03% | +15.4% |
| Q2 2021 | $365,000 | +13.0% | 1,273 | +1.3% | 0.03% | +4.0% |
| Q1 2021 | $323,000 | -42.4% | 1,257 | -43.3% | 0.02% | -46.8% |
| Q4 2020 | $561,000 | +11.3% | 2,216 | 0.0% | 0.05% | +2.2% |
| Q3 2020 | $504,000 | +13.5% | 2,216 | +0.9% | 0.05% | +4.5% |
| Q2 2020 | $444,000 | +26.1% | 2,196 | -2.2% | 0.04% | -6.4% |
| Q1 2020 | $352,000 | -7.9% | 2,246 | +7.2% | 0.05% | +27.0% |
| Q4 2019 | $382,000 | +84.5% | 2,096 | +51.6% | 0.04% | +85.0% |
| Q2 2018 | $207,000 | -15.9% | 1,383 | -25.4% | 0.02% | -37.5% |
| Q3 2017 | $246,000 | +7.9% | 1,854 | +3.5% | 0.03% | +6.7% |
| Q2 2017 | $228,000 | +11.2% | 1,792 | +6.6% | 0.03% | +11.1% |
| Q1 2017 | $205,000 | -51.8% | 1,681 | -57.9% | 0.03% | -43.8% |
| Q4 2015 | $425,000 | – | 3,995 | – | 0.05% | – |
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% |