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 | $55,011,871 | -6.7% | 202,022 | -3.0% | 7.43% | -3.4% |
| Q2 2023 | $58,958,159 | +13.2% | 208,362 | -0.2% | 7.69% | -9.3% |
| Q1 2023 | $52,073,766 | +22.2% | 208,763 | +4.4% | 8.47% | +11.0% |
| Q4 2022 | $42,624,167 | +0.9% | 200,010 | +1.3% | 7.64% | -11.1% |
| Q3 2022 | $42,254,000 | -2.9% | 197,497 | +1.2% | 8.59% | -21.0% |
| Q2 2022 | $43,504,000 | -30.2% | 195,181 | +0.4% | 10.87% | -15.5% |
| Q4 2021 | $62,357,000 | +7.1% | 194,318 | -3.2% | 12.86% | -8.2% |
| Q3 2021 | $58,239,000 | -3.8% | 200,707 | -4.9% | 14.01% | -2.8% |
| Q2 2021 | $60,545,000 | -0.6% | 211,098 | -10.9% | 14.42% | -13.6% |
| Q1 2021 | $60,892,000 | -0.8% | 236,895 | -2.2% | 16.69% | -0.2% |
| Q4 2020 | $61,388,000 | +10.4% | 242,314 | -0.8% | 16.73% | +1.7% |
| Q3 2020 | $55,592,000 | +10.2% | 244,244 | -2.2% | 16.46% | -0.8% |
| Q2 2020 | $50,461,000 | +27.0% | 249,695 | -1.5% | 16.58% | +16.3% |
| Q1 2020 | $39,722,000 | -27.5% | 253,508 | -15.7% | 14.26% | -13.6% |
| Q4 2019 | $54,791,000 | +11.8% | 300,769 | +2.1% | 16.50% | +2.8% |
| Q3 2019 | $49,000,000 | +0.9% | 294,683 | -0.8% | 16.06% | -4.3% |
| Q2 2019 | $48,540,000 | +10.0% | 297,084 | +5.3% | 16.77% | +14.7% |
| Q1 2019 | $44,133,000 | +29.5% | 282,142 | +11.2% | 14.63% | +7.7% |
| Q4 2018 | $34,069,000 | -17.0% | 253,621 | -1.9% | 13.59% | -18.5% |
| Q3 2018 | $41,023,000 | -1.1% | 258,624 | -6.6% | 16.67% | -3.5% |
| Q2 2018 | $41,499,000 | +11.1% | 277,010 | +3.4% | 17.27% | +6.8% |
| Q1 2018 | $37,342,000 | -2.3% | 267,855 | +0.9% | 16.16% | -2.8% |
| Q4 2017 | $38,234,000 | +9.5% | 265,569 | +1.0% | 16.62% | +3.7% |
| Q3 2017 | $34,904,000 | +6.3% | 262,929 | +1.5% | 16.04% | -9.5% |
| Q2 2017 | $32,828,000 | -13.6% | 259,161 | -17.0% | 17.72% | -9.6% |
| Q1 2017 | $38,002,000 | -12.2% | 312,359 | -19.6% | 19.60% | +0.2% |
| Q4 2016 | $43,290,000 | +7.2% | 388,322 | +7.5% | 19.56% | -32.4% |
| Q3 2016 | $40,380,000 | +6.3% | 361,178 | +2.3% | 28.92% | +3.5% |
| Q2 2016 | $37,993,000 | -4.5% | 352,960 | -4.7% | 27.93% | -6.6% |
| Q1 2016 | $39,769,000 | +1.9% | 370,530 | +1.0% | 29.89% | +8.1% |
| Q4 2015 | $39,015,000 | +4.1% | 366,717 | -1.4% | 27.66% | -5.0% |
| Q3 2015 | $37,474,000 | -5.8% | 372,090 | +0.8% | 29.13% | -2.9% |
| Q2 2015 | $39,798,000 | +2.1% | 369,039 | +1.5% | 29.99% | +0.5% |
| Q1 2015 | $38,966,000 | +3.5% | 363,655 | +0.8% | 29.83% | -19.7% |
| Q4 2014 | $37,655,000 | – | 360,716 | – | 37.17% | – |
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% |