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 | $261,803,230 | -4.6% | 961,416 | -0.8% | 9.27% | -1.1% |
| Q2 2023 | $274,302,219 | +11.9% | 969,403 | -1.3% | 9.37% | +8.3% |
| Q1 2023 | $245,111,830 | +17.3% | 982,648 | +0.2% | 8.65% | -16.4% |
| Q4 2022 | $208,941,619 | +3.0% | 980,440 | +3.4% | 10.34% | -11.6% |
| Q3 2022 | $202,837,000 | -1.5% | 948,058 | +2.7% | 11.70% | +1.4% |
| Q2 2022 | $205,852,000 | -25.5% | 923,557 | -3.9% | 11.53% | -17.6% |
| Q1 2022 | $276,465,000 | -5.6% | 961,284 | +5.3% | 14.00% | -2.1% |
| Q4 2021 | $293,012,000 | +9.7% | 913,093 | -0.8% | 14.31% | +0.1% |
| Q3 2021 | $267,217,000 | +1.0% | 920,897 | -0.1% | 14.29% | +0.0% |
| Q2 2021 | $264,508,000 | +13.4% | 922,239 | +1.7% | 14.29% | -4.0% |
| Q1 2021 | $233,175,000 | +6.2% | 907,154 | +4.6% | 14.88% | -4.4% |
| Q4 2020 | $219,638,000 | +16.1% | 866,971 | +4.3% | 15.57% | -1.6% |
| Q3 2020 | $189,140,000 | +14.7% | 830,982 | +1.8% | 15.81% | -0.9% |
| Q2 2020 | $164,895,000 | +40.1% | 815,950 | +8.6% | 15.96% | +10.3% |
| Q1 2020 | $117,720,000 | -10.7% | 751,293 | +3.8% | 14.47% | +10.5% |
| Q4 2019 | $131,859,000 | +14.5% | 723,823 | +4.5% | 13.09% | -1.7% |
| Q3 2019 | $115,207,000 | +4.7% | 692,851 | +3.2% | 13.31% | +3.7% |
| Q2 2019 | $110,020,000 | +11.2% | 671,675 | +6.5% | 12.84% | +6.1% |
| Q1 2019 | $98,916,000 | +42.9% | 630,644 | +22.4% | 12.11% | +22.3% |
| Q4 2018 | $69,223,000 | -15.1% | 515,324 | +2.0% | 9.90% | -7.3% |
| Q3 2018 | $81,563,000 | +11.7% | 505,013 | +3.6% | 10.68% | +9.1% |
| Q2 2018 | $73,043,000 | +3.6% | 487,568 | -1.9% | 9.79% | +16.4% |
| Q1 2018 | $70,496,000 | +13.7% | 496,874 | +12.7% | 8.41% | +12.2% |
| Q4 2017 | $61,989,000 | +17.1% | 440,732 | +10.6% | 7.50% | +7.9% |
| Q3 2017 | $52,919,000 | +14.2% | 398,635 | +9.3% | 6.94% | +6.4% |
| Q2 2017 | $46,323,000 | +24.8% | 364,632 | +19.5% | 6.53% | +21.0% |
| Q1 2017 | $37,125,000 | +56.7% | 305,150 | +43.6% | 5.40% | +43.3% |
| Q4 2016 | $23,693,000 | +61.1% | 212,529 | +62.3% | 3.76% | +46.7% |
| Q3 2016 | $14,703,000 | +211.6% | 130,940 | +197.5% | 2.56% | +182.8% |
| Q2 2016 | $4,719,000 | +253.2% | 44,020 | +250.8% | 0.91% | +235.9% |
| Q1 2016 | $1,336,000 | +0.1% | 12,548 | 0.0% | 0.27% | -14.3% |
| Q4 2015 | $1,335,000 | +9.2% | 12,548 | +3.0% | 0.32% | -1.6% |
| Q3 2015 | $1,222,000 | -6.3% | 12,182 | 0.0% | 0.32% | -1.8% |
| Q2 2015 | $1,304,000 | +3.1% | 12,182 | +0.8% | 0.33% | +1.2% |
| Q1 2015 | $1,265,000 | +8.4% | 12,091 | +8.2% | 0.32% | +2.9% |
| Q4 2014 | $1,167,000 | +10.2% | 11,177 | +5.2% | 0.31% | +1.0% |
| Q3 2014 | $1,059,000 | +0.8% | 10,625 | 0.0% | 0.31% | +4.4% |
| Q2 2014 | $1,051,000 | +5.8% | 10,625 | 0.0% | 0.30% | +1.7% |
| Q1 2014 | $993,000 | – | 10,625 | – | 0.29% | – |
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% |