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 | $30,185,080 | -1.8% | 110,848 | +2.0% | 7.82% | -0.9% |
| Q2 2023 | $30,749,948 | +11.6% | 108,672 | -1.6% | 7.89% | +5.7% |
| Q1 2023 | $27,561,002 | +18.6% | 110,492 | +1.3% | 7.46% | +21.9% |
| Q4 2022 | $23,234,835 | -1.7% | 109,027 | -1.3% | 6.12% | -9.0% |
| Q3 2022 | $23,626,385 | -4.9% | 110,429 | -0.9% | 6.73% | -2.8% |
| Q2 2022 | $24,841,951 | -14.8% | 111,453 | +9.9% | 6.92% | -3.9% |
| Q1 2022 | $29,163,147 | -2.8% | 101,401 | +8.4% | 7.20% | -6.4% |
| Q4 2021 | $30,006,755 | +12.4% | 93,508 | +1.7% | 7.69% | +0.9% |
| Q3 2021 | $26,689,322 | +0.1% | 91,978 | -1.1% | 7.62% | -1.5% |
| Q2 2021 | $26,672,942 | +13.2% | 92,998 | +1.5% | 7.74% | +1.2% |
| Q1 2021 | $23,557,708 | +0.5% | 91,649 | -1.0% | 7.64% | -7.8% |
| Q4 2020 | $23,445,436 | +11.6% | 92,545 | +0.3% | 8.29% | -2.6% |
| Q3 2020 | $21,004,653 | +17.0% | 92,283 | +3.9% | 8.51% | +2.7% |
| Q2 2020 | $17,956,000 | +30.3% | 88,852 | +1.0% | 8.29% | +13.2% |
| Q1 2020 | $13,782,000 | -11.6% | 87,958 | +2.8% | 7.33% | +8.3% |
| Q4 2019 | $15,589,000 | +11.4% | 85,573 | +1.7% | 6.76% | +2.8% |
| Q3 2019 | $13,989,000 | +8.3% | 84,129 | +6.4% | 6.58% | +18.8% |
| Q2 2019 | $12,916,000 | +11.3% | 79,050 | +6.5% | 5.54% | -9.6% |
| Q1 2019 | $11,606,000 | +16.8% | 74,195 | +0.3% | 6.13% | +0.0% |
| Q4 2018 | $9,939,000 | – | 73,990 | – | 6.13% | – |
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% |