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 | $42,798,022 | -8.1% | 157,167 | -4.5% | 8.61% | -11.8% |
| Q2 2023 | $46,563,403 | +11.6% | 164,558 | -1.7% | 9.76% | +0.2% |
| Q1 2023 | $41,738,603 | +19.5% | 167,329 | +2.1% | 9.74% | +8.3% |
| Q4 2022 | $34,942,098 | +3.1% | 163,963 | +3.5% | 9.00% | -3.4% |
| Q3 2022 | $33,885,000 | -2.2% | 158,377 | +1.9% | 9.31% | -13.5% |
| Q2 2022 | $34,642,000 | -22.8% | 155,424 | -0.4% | 10.76% | -17.1% |
| Q1 2022 | $44,876,000 | -7.7% | 156,037 | +3.0% | 12.98% | -1.2% |
| Q4 2021 | $48,609,000 | +6.3% | 151,477 | -3.9% | 13.14% | -3.5% |
| Q3 2021 | $45,738,000 | -1.7% | 157,625 | -2.8% | 13.61% | -3.7% |
| Q2 2021 | $46,518,000 | +7.5% | 162,190 | -3.7% | 14.14% | -6.3% |
| Q1 2021 | $43,285,000 | -4.3% | 168,396 | -5.7% | 15.08% | -9.9% |
| Q4 2020 | $45,238,000 | +7.0% | 178,567 | -3.9% | 16.73% | -7.5% |
| Q3 2020 | $42,287,000 | +10.2% | 185,785 | -2.1% | 18.09% | +1.8% |
| Q2 2020 | $38,356,000 | +30.1% | 189,794 | +0.9% | 17.77% | +8.2% |
| Q1 2020 | $29,480,000 | -12.0% | 188,142 | +2.3% | 16.42% | +2.2% |
| Q4 2019 | $33,514,000 | +8.0% | 183,971 | -1.4% | 16.08% | -1.9% |
| Q3 2019 | $31,024,000 | +5.1% | 186,577 | -1.2% | 16.38% | +0.1% |
| Q2 2019 | $29,531,000 | 0.0% | 188,795 | 0.0% | 16.38% | 0.0% |
| Q1 2019 | $29,531,000 | +19.5% | 188,795 | +2.6% | 16.38% | +3.4% |
| Q4 2018 | $24,716,000 | -15.1% | 183,993 | +1.8% | 15.84% | -5.5% |
| Q3 2018 | $29,114,000 | +8.1% | 180,785 | +0.5% | 16.76% | +2.5% |
| Q2 2018 | $26,939,000 | +2.3% | 179,819 | -3.1% | 16.36% | +6.1% |
| Q1 2018 | $26,330,000 | +1.9% | 185,578 | +1.0% | 15.42% | +1.9% |
| Q4 2017 | $25,832,000 | – | 183,661 | – | 15.13% | – |
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% |