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 | $3,926,251 | -2.9% | 14,418 | +0.9% | 1.33% | -4.1% |
Q2 2023 | $4,041,606 | +14.0% | 14,283 | +0.5% | 1.38% | +13.2% |
Q1 2023 | $3,544,122 | +17.4% | 14,208 | +0.3% | 1.22% | +9.0% |
Q4 2022 | $3,017,917 | -5.7% | 14,161 | -1.4% | 1.12% | -16.1% |
Q3 2022 | $3,200,000 | -0.6% | 14,366 | -0.6% | 1.34% | +8.6% |
Q2 2022 | $3,220,000 | -24.4% | 14,448 | -2.5% | 1.23% | -6.3% |
Q1 2022 | $4,261,000 | -1.7% | 14,814 | +0.2% | 1.31% | -0.8% |
Q4 2021 | $4,334,000 | +1.8% | 14,781 | +0.9% | 1.32% | -4.9% |
Q3 2021 | $4,258,000 | -3.8% | 14,644 | -5.1% | 1.39% | -5.1% |
Q2 2021 | $4,424,000 | +23.0% | 15,424 | +10.2% | 1.47% | +4.0% |
Q1 2021 | $3,597,000 | +5.1% | 13,993 | +3.6% | 1.41% | +3.9% |
Q4 2020 | $3,423,000 | +2.2% | 13,513 | -5.0% | 1.36% | -14.8% |
Q3 2020 | $3,348,000 | -3.4% | 14,220 | -12.8% | 1.59% | -0.7% |
Q2 2020 | $3,467,000 | +23013.3% | 16,315 | +16215.0% | 1.60% | +19962.5% |
Q1 2019 | $15,000 | +15.4% | 100 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $13,000 | -18.8% | 100 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $16,000 | +14.3% | 100 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $14,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $14,000 | -46.2% | 100 | -50.0% | 0.01% | -46.7% |
Q3 2017 | $26,000 | +4.0% | 200 | 0.0% | 0.02% | -6.2% |
Q2 2017 | $25,000 | -99.9% | 200 | 0.0% | 0.02% | +6.7% |
Q1 2017 | $24,332,000 | +9.1% | 200 | 0.0% | 0.02% | +7.1% |
Q4 2016 | $22,296,000 | -0.7% | 200 | 0.0% | 0.01% | -6.7% |
Q3 2016 | $22,458,000 | -63.9% | 200 | -65.5% | 0.02% | -62.5% |
Q2 2016 | $62,176,000 | +0.7% | 580 | 0.0% | 0.04% | -11.1% |
Q1 2016 | $61,741,000 | – | 580 | – | 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% |