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 | $6,964,265 | -4.4% | 25,575 | -0.6% | 0.35% | -6.9% |
| Q2 2023 | $7,283,231 | +14.1% | 25,739 | +0.5% | 0.38% | +3.8% |
| Q1 2023 | $6,385,301 | +13.6% | 25,599 | -3.0% | 0.36% | +3.4% |
| Q4 2022 | $5,622,035 | +0.2% | 26,381 | +0.6% | 0.35% | -17.1% |
| Q3 2022 | $5,609,000 | +14.5% | 26,217 | +19.3% | 0.43% | -1.4% |
| Q2 2022 | $4,899,000 | -27.4% | 21,980 | -6.3% | 0.43% | -15.6% |
| Q1 2022 | $6,748,000 | -11.5% | 23,464 | -1.2% | 0.51% | -8.9% |
| Q4 2021 | $7,625,000 | +2.6% | 23,761 | -7.2% | 0.56% | -7.1% |
| Q3 2021 | $7,430,000 | -0.3% | 25,607 | -1.4% | 0.60% | +28.2% |
| Q2 2021 | $7,450,000 | +13.9% | 25,976 | +2.0% | 0.47% | +0.2% |
| Q1 2021 | $6,543,000 | +3.4% | 25,456 | +1.9% | 0.47% | -10.5% |
| Q4 2020 | $6,330,000 | +11.1% | 24,988 | -0.2% | 0.53% | -8.0% |
| Q3 2020 | $5,699,000 | +16.0% | 25,038 | +3.0% | 0.57% | -15.0% |
| Q2 2020 | $4,912,000 | +32.4% | 24,305 | +2.7% | 0.67% | +26.0% |
| Q1 2020 | $3,709,000 | -10.3% | 23,670 | +4.3% | 0.53% | +9.0% |
| Q4 2019 | $4,135,000 | -3.5% | 22,700 | -11.9% | 0.49% | -15.8% |
| Q3 2019 | $4,283,000 | +13.5% | 25,757 | +11.5% | 0.58% | +6.2% |
| Q2 2019 | $3,774,000 | +19.2% | 23,097 | +14.1% | 0.55% | +3.8% |
| Q1 2019 | $3,167,000 | +17.6% | 20,249 | +1.0% | 0.53% | +1.9% |
| Q4 2018 | $2,693,000 | +23.7% | 20,051 | +48.3% | 0.52% | +10.0% |
| Q3 2018 | $2,177,000 | +4.8% | 13,517 | -2.5% | 0.47% | -11.3% |
| Q2 2018 | $2,077,000 | +16.8% | 13,867 | +7.9% | 0.53% | +11.3% |
| Q1 2018 | $1,778,000 | -2.1% | 12,849 | +3.0% | 0.48% | -0.8% |
| Q4 2017 | $1,817,000 | +20.4% | 12,477 | +11.1% | 0.48% | -25.1% |
| Q3 2017 | $1,509,000 | +75350.0% | 11,230 | +3.8% | 0.64% | +64100.0% |
| Q2 2017 | $2,000 | -99.7% | 10,815 | +64.2% | 0.00% | -99.8% |
| Q1 2017 | $797,000 | +12.9% | 6,585 | +4.7% | 0.53% | -0.6% |
| Q4 2016 | $706,000 | – | 6,292 | – | 0.53% | – |
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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% |