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 | $38,540 | +1.3% | 141,552 | +5.1% | 0.09% | +5.7% |
| Q2 2023 | $38,043 | +34.9% | 134,714 | +18.8% | 0.09% | +26.1% |
| Q1 2023 | $28,209 | +33.7% | 113,363 | +14.6% | 0.07% | +25.5% |
| Q4 2022 | $21,099 | -99.9% | 98,961 | -15.1% | 0.06% | -20.3% |
| Q3 2022 | $25,012,000 | -23.9% | 116,599 | -20.7% | 0.07% | -21.6% |
| Q2 2022 | $32,877,000 | -56.2% | 146,995 | -43.7% | 0.09% | -40.1% |
| Q1 2022 | $74,982,000 | -21.7% | 261,232 | -21.0% | 0.15% | -20.5% |
| Q4 2021 | $95,735,000 | -16.3% | 330,561 | -16.1% | 0.18% | -20.3% |
| Q3 2021 | $114,359,000 | +21.6% | 394,128 | +20.2% | 0.23% | +21.5% |
| Q2 2021 | $94,045,000 | +1.7% | 327,901 | -8.8% | 0.19% | -6.4% |
| Q1 2021 | $92,459,000 | +2.5% | 359,714 | +1.0% | 0.20% | -2.4% |
| Q4 2020 | $90,218,000 | +10.2% | 356,115 | -1.0% | 0.21% | -4.6% |
| Q3 2020 | $81,847,000 | +59.6% | 359,598 | +17.5% | 0.22% | +43.1% |
| Q2 2020 | $51,292,000 | +8.2% | 305,931 | 0.0% | 0.15% | -10.5% |
| Q1 2020 | $47,406,000 | +16.6% | 305,931 | +37.1% | 0.17% | +47.4% |
| Q4 2019 | $40,650,000 | +26.7% | 223,141 | +15.6% | 0.12% | +16.0% |
| Q3 2019 | $32,088,000 | +5.0% | 192,979 | +3.2% | 0.10% | +7.5% |
| Q2 2019 | $30,566,000 | +4.2% | 187,071 | -0.2% | 0.09% | +1.1% |
| Q1 2019 | $29,326,000 | +96.8% | 187,485 | +102.6% | 0.09% | +70.4% |
| Q4 2018 | $14,902,000 | 0.0% | 92,532 | 0.0% | 0.05% | +14.9% |
| Q3 2018 | $14,902,000 | +3.3% | 92,532 | -3.9% | 0.05% | 0.0% |
| Q2 2018 | $14,420,000 | +3.8% | 96,260 | -1.7% | 0.05% | 0.0% |
| Q1 2018 | $13,891,000 | -10.0% | 97,904 | -10.8% | 0.05% | -9.6% |
| Q4 2017 | $15,435,000 | -63.8% | 109,739 | -65.9% | 0.05% | -65.6% |
| Q3 2017 | $42,678,000 | +5.4% | 321,492 | +0.9% | 0.15% | -10.1% |
| Q2 2017 | $40,475,000 | +14.6% | 318,610 | +7.6% | 0.17% | +9.8% |
| Q1 2017 | $35,321,000 | +9.4% | 295,994 | +3.0% | 0.15% | +6.2% |
| Q4 2016 | $32,298,000 | +19474.5% | 287,341 | +19341.2% | 0.14% | +14300.0% |
| Q3 2016 | $165,000 | +1.9% | 1,478 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $162,000 | -21.4% | 1,478 | -23.7% | 0.00% | 0.0% |
| Q1 2016 | $206,000 | -20.5% | 1,938 | -20.5% | 0.00% | 0.0% |
| Q4 2015 | $259,000 | +1.2% | 2,438 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $256,000 | -1.2% | 2,438 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $259,000 | -2.3% | 2,438 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $265,000 | -44.1% | 2,438 | -46.3% | 0.00% | -66.7% |
| Q4 2014 | $474,000 | -6.0% | 4,538 | -10.6% | 0.00% | 0.0% |
| Q3 2014 | $504,000 | – | 5,078 | – | 0.00% | – |
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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% |