VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,059,732 | -0.7% | 14,908 | +3.2% | 0.26% | +6.5% |
| Q2 2023 | $4,089,277 | +13.7% | 14,452 | +0.2% | 0.25% | +4.2% |
| Q1 2023 | $3,597,030 | +11.4% | 14,420 | -4.8% | 0.24% | -1.7% |
| Q4 2022 | $3,228,608 | +76.4% | 15,150 | +77.1% | 0.24% | +34.8% |
| Q3 2022 | $1,830,000 | -1.0% | 8,555 | +3.2% | 0.18% | +2.3% |
| Q2 2022 | $1,848,000 | -37.7% | 8,290 | -19.6% | 0.17% | -25.0% |
| Q1 2022 | $2,964,000 | -9.4% | 10,306 | +1.0% | 0.23% | -7.2% |
| Q4 2021 | $3,273,000 | +286.0% | 10,201 | +249.1% | 0.25% | +184.1% |
| Q3 2021 | $848,000 | -79.4% | 2,922 | -79.7% | 0.09% | -69.1% |
| Q2 2021 | $4,120,000 | +9.2% | 14,366 | -2.1% | 0.28% | -2.7% |
| Q1 2021 | $3,773,000 | +5.4% | 14,679 | +3.9% | 0.29% | +2.1% |
| Q4 2020 | $3,580,000 | +17.2% | 14,130 | +5.3% | 0.29% | +22.1% |
| Q3 2020 | $3,055,000 | +7.0% | 13,423 | -5.0% | 0.24% | +6.3% |
| Q2 2020 | $2,854,000 | +24.4% | 14,136 | -3.4% | 0.22% | -19.6% |
| Q1 2020 | $2,294,000 | -51.8% | 14,634 | -44.0% | 0.28% | +46.3% |
| Q4 2019 | $4,760,000 | +25.3% | 26,138 | +14.4% | 0.19% | -52.2% |
| Q3 2019 | $3,799,000 | +10.1% | 22,846 | +8.9% | 0.39% | +12.9% |
| Q2 2019 | $3,451,000 | +15.1% | 20,988 | +9.5% | 0.35% | +5.5% |
| Q1 2019 | $2,997,000 | +38.5% | 19,164 | +18.9% | 0.33% | +22.2% |
| Q4 2018 | $2,164,000 | -14.4% | 16,112 | +2.7% | 0.27% | -1.1% |
| Q3 2018 | $2,528,000 | +11.8% | 15,696 | +4.0% | 0.27% | +65.5% |
| Q2 2018 | $2,261,000 | +10.7% | 15,087 | +4.8% | 0.16% | +4.4% |
| Q1 2018 | $2,042,000 | +6.6% | 14,396 | +5.7% | 0.16% | +6.0% |
| Q4 2017 | $1,915,000 | +15.8% | 13,615 | +9.3% | 0.15% | +1.4% |
| Q3 2017 | $1,654,000 | -44.0% | 12,462 | -48.9% | 0.15% | -67.6% |
| Q2 2017 | $2,951,000 | -13.8% | 24,373 | -13.8% | 0.45% | +30.1% |
| Q1 2017 | $3,424,000 | +217.3% | 28,265 | +191.9% | 0.35% | +152.9% |
| Q4 2016 | $1,079,000 | – | 9,683 | – | 0.14% | – |
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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% |