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 | $1,540,890 | +5.9% | 5,658 | +10.0% | 0.18% | +7.3% |
| Q2 2023 | $1,454,973 | +51.8% | 5,142 | +33.8% | 0.16% | +34.4% |
| Q1 2023 | $958,347 | +16.2% | 3,842 | -0.7% | 0.12% | +7.0% |
| Q4 2022 | $824,820 | -0.6% | 3,870 | -0.3% | 0.11% | -6.6% |
| Q3 2022 | $830,000 | -2.5% | 3,881 | +1.7% | 0.12% | +2.5% |
| Q2 2022 | $851,000 | -23.1% | 3,818 | -0.8% | 0.12% | -13.8% |
| Q1 2022 | $1,107,000 | -11.3% | 3,848 | -1.1% | 0.14% | -8.6% |
| Q4 2021 | $1,248,000 | -0.4% | 3,890 | -9.9% | 0.15% | -11.7% |
| Q3 2021 | $1,253,000 | +2.8% | 4,317 | +1.6% | 0.17% | -26.0% |
| Q2 2021 | $1,219,000 | -20.7% | 4,250 | -29.0% | 0.23% | -25.7% |
| Q1 2021 | $1,538,000 | +1.6% | 5,985 | +0.2% | 0.31% | -12.4% |
| Q4 2020 | $1,514,000 | +11.5% | 5,975 | +0.1% | 0.36% | -4.1% |
| Q3 2020 | $1,358,000 | +5.8% | 5,967 | -6.2% | 0.37% | -3.9% |
| Q2 2020 | $1,284,000 | +27.4% | 6,359 | -1.0% | 0.38% | +5.2% |
| Q1 2020 | $1,008,000 | -8.8% | 6,424 | +6.0% | 0.37% | +16.9% |
| Q4 2019 | $1,105,000 | +11.6% | 6,060 | +1.5% | 0.31% | +2.3% |
| Q3 2019 | $990,000 | +6.5% | 5,970 | +5.1% | 0.31% | +14.6% |
| Q2 2019 | $930,000 | +9.2% | 5,678 | +4.0% | 0.27% | +5.1% |
| Q1 2019 | $852,000 | +97.7% | 5,459 | +70.2% | 0.25% | +82.7% |
| Q4 2018 | $431,000 | -12.4% | 3,207 | +4.6% | 0.14% | -2.1% |
| Q3 2018 | $492,000 | +11.3% | 3,067 | +4.2% | 0.14% | +0.7% |
| Q2 2018 | $442,000 | +93.9% | 2,944 | +79.0% | 0.14% | +83.1% |
| Q1 2018 | $228,000 | -4.6% | 1,645 | 0.0% | 0.08% | +4.1% |
| Q4 2017 | $239,000 | +17.2% | 1,645 | +8.7% | 0.07% | -3.9% |
| Q3 2017 | $204,000 | -1.9% | 1,513 | -7.5% | 0.08% | -15.4% |
| Q2 2017 | $208,000 | – | 1,636 | – | 0.09% | – |
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% |