VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,243,554 | +10.6% | 801,455 | +14.9% | 0.02% | +14.3% |
| Q2 2023 | $197,400,261 | +162.8% | 697,626 | +131.7% | 0.02% | +133.3% |
| Q1 2023 | $75,101,322 | +123318.4% | 301,081 | +5.4% | 0.01% | +12.5% |
| Q4 2022 | $60,851 | -99.8% | 285,539 | +58.0% | 0.01% | +33.3% |
| Q3 2022 | $38,658,000 | +0.7% | 180,685 | +4.9% | 0.01% | +20.0% |
| Q2 2022 | $38,387,000 | -14.8% | 172,223 | +10.0% | 0.01% | 0.0% |
| Q1 2022 | $45,033,000 | -21.4% | 156,580 | -12.3% | 0.01% | -28.6% |
| Q4 2021 | $57,302,000 | +31.8% | 178,568 | +19.2% | 0.01% | +40.0% |
| Q3 2021 | $43,478,000 | +2.8% | 149,838 | +1.7% | 0.01% | 0.0% |
| Q2 2021 | $42,274,000 | +7.5% | 147,397 | -3.6% | 0.01% | 0.0% |
| Q1 2021 | $39,318,000 | -1.3% | 152,963 | -2.7% | 0.01% | -16.7% |
| Q4 2020 | $39,828,000 | -3.4% | 157,211 | -13.8% | 0.01% | -14.3% |
| Q3 2020 | $41,248,000 | +9.8% | 182,382 | -1.9% | 0.01% | 0.0% |
| Q2 2020 | $37,554,000 | +33.3% | 185,833 | +3.4% | 0.01% | 0.0% |
| Q1 2020 | $28,168,000 | +33.8% | 179,773 | +55.6% | 0.01% | +75.0% |
| Q4 2019 | $21,047,000 | +7.2% | 115,537 | -2.2% | 0.00% | 0.0% |
| Q3 2019 | $19,637,000 | -79.2% | 118,094 | -79.6% | 0.00% | -77.8% |
| Q2 2019 | $94,253,000 | +962.4% | 579,485 | +921.7% | 0.02% | +800.0% |
| Q1 2019 | $8,872,000 | +16.4% | 56,716 | -0.1% | 0.00% | 0.0% |
| Q4 2018 | $7,624,000 | -7.5% | 56,749 | +10.9% | 0.00% | 0.0% |
| Q3 2018 | $8,242,000 | +40.5% | 51,180 | +30.7% | 0.00% | +100.0% |
| Q2 2018 | $5,865,000 | +18.8% | 39,147 | +12.5% | 0.00% | 0.0% |
| Q1 2018 | $4,937,000 | -2.1% | 34,798 | -3.0% | 0.00% | 0.0% |
| Q4 2017 | $5,044,000 | +19.4% | 35,863 | +12.1% | 0.00% | 0.0% |
| Q3 2017 | $4,224,000 | -6.2% | 31,982 | -9.8% | 0.00% | 0.0% |
| Q2 2017 | $4,502,000 | +1.5% | 35,442 | -2.8% | 0.00% | 0.0% |
| Q1 2017 | $4,436,000 | +27.1% | 36,463 | +16.4% | 0.00% | 0.0% |
| Q4 2016 | $3,491,000 | +13.1% | 31,320 | +14.0% | 0.00% | 0.0% |
| Q3 2016 | $3,086,000 | +50.5% | 27,482 | +43.7% | 0.00% | 0.0% |
| Q2 2016 | $2,050,000 | +6.5% | 19,130 | +5.8% | 0.00% | – |
| Q1 2016 | $1,925,000 | -77.4% | 18,089 | -77.4% | 0.00% | -100.0% |
| Q4 2015 | $8,509,000 | +18.4% | 79,984 | +11.6% | 0.00% | 0.0% |
| Q3 2015 | $7,186,000 | -49.5% | 71,656 | -46.1% | 0.00% | -33.3% |
| Q2 2015 | $14,224,000 | +17.4% | 132,875 | +14.8% | 0.00% | 0.0% |
| Q1 2015 | $12,113,000 | -35.3% | 115,784 | -35.5% | 0.00% | -25.0% |
| Q4 2014 | $18,735,000 | -10.2% | 179,479 | -14.3% | 0.00% | -20.0% |
| Q3 2014 | $20,869,000 | -0.2% | 209,382 | -1.0% | 0.01% | 0.0% |
| Q2 2014 | $20,917,000 | +5.9% | 211,498 | +0.1% | 0.01% | 0.0% |
| Q1 2014 | $19,745,000 | -12.6% | 211,221 | -13.0% | 0.01% | -16.7% |
| Q4 2013 | $22,593,000 | +21.8% | 242,804 | +10.8% | 0.01% | +20.0% |
| Q3 2013 | $18,548,000 | +165.9% | 219,223 | +145.6% | 0.01% | +150.0% |
| Q2 2013 | $6,975,000 | – | 89,267 | – | 0.00% | – |
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% |