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 | $453,026 | -0.9% | 1,663,641 | +2.9% | 0.94% | +1.0% |
| Q2 2023 | $457,294 | +16.8% | 1,616,108 | +2.9% | 0.93% | +13.1% |
| Q1 2023 | $391,669 | +19.7% | 1,570,193 | +2.2% | 0.82% | +4.4% |
| Q4 2022 | $327,305 | -99.9% | 1,535,852 | +4.7% | 0.79% | -2.7% |
| Q3 2022 | $313,989,000 | +2.1% | 1,467,585 | +6.4% | 0.81% | +1.0% |
| Q2 2022 | $307,453,000 | -14.4% | 1,379,397 | +10.4% | 0.80% | -2.6% |
| Q1 2022 | $359,380,000 | -8.9% | 1,249,582 | +1.6% | 0.82% | -7.5% |
| Q4 2021 | $394,572,000 | +11.7% | 1,229,579 | +1.0% | 0.89% | +0.2% |
| Q3 2021 | $353,162,000 | +3.1% | 1,217,088 | +1.9% | 0.89% | +2.1% |
| Q2 2021 | $342,406,000 | +10.8% | 1,193,845 | -0.7% | 0.87% | -0.6% |
| Q1 2021 | $309,119,000 | -1.8% | 1,202,611 | -3.2% | 0.87% | -7.7% |
| Q4 2020 | $314,677,000 | +11.3% | 1,242,114 | +0.0% | 0.95% | -1.9% |
| Q3 2020 | $282,651,000 | +11.4% | 1,241,825 | -1.1% | 0.96% | +0.8% |
| Q2 2020 | $253,655,000 | +28.0% | 1,255,159 | -0.7% | 0.96% | +3.7% |
| Q1 2020 | $198,146,000 | -12.7% | 1,264,573 | +1.5% | 0.92% | +7.0% |
| Q4 2019 | $226,900,000 | +10.1% | 1,245,540 | +0.5% | 0.86% | -1.8% |
| Q3 2019 | $206,076,000 | +3.8% | 1,239,331 | +2.0% | 0.88% | +0.6% |
| Q2 2019 | $198,483,000 | +5.2% | 1,214,785 | +0.7% | 0.87% | +0.3% |
| Q1 2019 | $188,756,000 | +18.7% | 1,206,731 | +1.9% | 0.87% | +3.1% |
| Q4 2018 | $159,045,000 | -14.9% | 1,183,992 | +2.0% | 0.84% | -5.6% |
| Q3 2018 | $186,888,000 | +11.2% | 1,160,511 | +3.4% | 0.90% | +1.8% |
| Q2 2018 | $168,127,000 | +5.8% | 1,122,267 | +0.2% | 0.88% | +2.0% |
| Q1 2018 | $158,912,000 | +3.2% | 1,120,051 | +2.3% | 0.86% | +2.4% |
| Q4 2017 | $154,053,000 | – | 1,095,295 | – | 0.84% | – |
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% |