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 | $19,960,129 | -3.2% | 73,299 | +0.6% | 11.85% | +2.0% |
| Q2 2023 | $20,613,040 | +11.5% | 72,848 | -1.7% | 11.61% | +9.8% |
| Q1 2023 | $18,482,489 | +21.2% | 74,096 | +3.6% | 10.58% | +20.3% |
| Q4 2022 | $15,244,374 | +0.1% | 71,533 | +0.5% | 8.80% | -4.2% |
| Q3 2022 | $15,224,000 | +2.8% | 71,158 | +7.0% | 9.18% | +3.7% |
| Q2 2022 | $14,816,000 | -13.9% | 66,473 | +11.1% | 8.85% | +3.6% |
| Q1 2022 | $17,210,000 | -10.6% | 59,839 | -0.3% | 8.54% | -6.2% |
| Q4 2021 | $19,252,000 | +20.3% | 59,995 | +8.8% | 9.11% | +14.3% |
| Q3 2021 | $16,002,000 | +10.8% | 55,147 | +9.6% | 7.97% | +11.1% |
| Q2 2021 | $14,437,000 | +4.7% | 50,338 | -6.1% | 7.17% | +8.5% |
| Q1 2021 | $13,783,000 | -4.6% | 53,623 | -5.9% | 6.61% | -8.5% |
| Q4 2020 | $14,443,000 | +8.0% | 57,010 | -2.9% | 7.22% | -2.8% |
| Q3 2020 | $13,369,000 | +8.7% | 58,735 | -3.5% | 7.43% | -3.0% |
| Q2 2020 | $12,302,000 | +28.4% | 60,874 | -0.4% | 7.66% | +0.9% |
| Q1 2020 | $9,581,000 | -12.2% | 61,144 | +2.0% | 7.59% | +5.2% |
| Q4 2019 | $10,915,000 | +13.9% | 59,917 | +4.0% | 7.21% | +10.8% |
| Q3 2019 | $9,584,000 | +0.9% | 57,637 | +1.4% | 6.51% | -2.2% |
| Q2 2019 | $9,499,000 | +10.9% | 56,832 | +3.8% | 6.66% | +11.4% |
| Q1 2019 | $8,564,000 | +32.0% | 54,750 | +13.4% | 5.98% | +14.9% |
| Q4 2018 | $6,488,000 | -25.8% | 48,300 | -11.0% | 5.20% | -28.3% |
| Q3 2018 | $8,742,000 | +38.2% | 54,284 | +28.6% | 7.26% | +22.1% |
| Q2 2018 | $6,325,000 | +60.7% | 42,219 | +52.2% | 5.94% | +36.3% |
| Q1 2018 | $3,936,000 | +68.5% | 27,744 | +67.1% | 4.36% | +41.2% |
| Q4 2017 | $2,336,000 | – | 16,607 | – | 3.09% | – |
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% |