VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,041,159 | +18.7% | 36,874 | +23.3% | 0.04% | +25.0% |
| Q2 2023 | $8,459,373 | +17.7% | 29,896 | +3.8% | 0.03% | +14.3% |
| Q1 2023 | $7,186,866 | -14.6% | 28,812 | -27.8% | 0.03% | +64.7% |
| Q4 2022 | $8,413,322 | +76.3% | 39,893 | +78.9% | 0.02% | -19.0% |
| Q3 2022 | $4,771,000 | +19.9% | 22,297 | +14.1% | 0.02% | +10.5% |
| Q2 2022 | $3,978,000 | -17.9% | 19,550 | +16.0% | 0.02% | -9.5% |
| Q1 2022 | $4,848,000 | -12.0% | 16,858 | -1.8% | 0.02% | -8.7% |
| Q4 2021 | $5,509,000 | +2.5% | 17,170 | -7.3% | 0.02% | -4.2% |
| Q3 2021 | $5,376,000 | -0.5% | 18,527 | -1.7% | 0.02% | 0.0% |
| Q2 2021 | $5,405,000 | -1.7% | 18,844 | -11.9% | 0.02% | 0.0% |
| Q1 2021 | $5,500,000 | -11.6% | 21,396 | -12.9% | 0.02% | -11.1% |
| Q4 2020 | $6,225,000 | +21.9% | 24,571 | +9.5% | 0.03% | +8.0% |
| Q3 2020 | $5,108,000 | +16.6% | 22,439 | +3.5% | 0.02% | +8.7% |
| Q2 2020 | $4,381,000 | +56.0% | 21,676 | +20.9% | 0.02% | +35.3% |
| Q1 2020 | $2,808,000 | -2.7% | 17,922 | +3.2% | 0.02% | +21.4% |
| Q3 2019 | $2,886,000 | +2.9% | 17,359 | +1.1% | 0.01% | -6.7% |
| Q2 2019 | $2,805,000 | -16.3% | 17,170 | -19.9% | 0.02% | -16.7% |
| Q1 2019 | $3,352,000 | -33.9% | 21,429 | -43.3% | 0.02% | -37.9% |
| Q4 2018 | $5,074,000 | -9.9% | 37,776 | +8.1% | 0.03% | +3.6% |
| Q3 2018 | $5,629,000 | +10.3% | 34,954 | +2.6% | 0.03% | +3.7% |
| Q2 2018 | $5,105,000 | +4.2% | 34,075 | -1.3% | 0.03% | +3.8% |
| Q1 2018 | $4,899,000 | +539.6% | 34,529 | +534.4% | 0.03% | +550.0% |
| Q4 2017 | $766,000 | -1.9% | 5,443 | -7.4% | 0.00% | 0.0% |
| Q3 2017 | $781,000 | +20.7% | 5,881 | +15.4% | 0.00% | 0.0% |
| Q2 2017 | $647,000 | +38.8% | 5,095 | +33.0% | 0.00% | +33.3% |
| Q1 2017 | $466,000 | -70.5% | 3,830 | -72.9% | 0.00% | -70.0% |
| Q4 2016 | $1,577,000 | +11.4% | 14,149 | +12.2% | 0.01% | +11.1% |
| Q3 2016 | $1,416,000 | -18.0% | 12,613 | -21.7% | 0.01% | -25.0% |
| Q2 2016 | $1,727,000 | +54.1% | 16,110 | +52.9% | 0.01% | +50.0% |
| Q1 2016 | $1,121,000 | -42.4% | 10,533 | -42.5% | 0.01% | -38.5% |
| Q4 2015 | $1,947,000 | +27.4% | 18,304 | +20.1% | 0.01% | +30.0% |
| Q3 2015 | $1,528,000 | -6.5% | 15,235 | -0.2% | 0.01% | 0.0% |
| Q2 2015 | $1,634,000 | -72.0% | 15,259 | -72.6% | 0.01% | -72.2% |
| Q1 2015 | $5,831,000 | +0.6% | 55,738 | +0.4% | 0.04% | 0.0% |
| Q4 2014 | $5,797,000 | +4.9% | 55,533 | +0.2% | 0.04% | +2.9% |
| Q3 2014 | $5,524,000 | +5263.1% | 55,417 | +5213.2% | 0.04% | +775.0% |
| Q2 2014 | $103,000 | +5.1% | 1,043 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $98,000 | +512.5% | 1,043 | +524.6% | 0.00% | +300.0% |
| Q4 2013 | $16,000 | +60.0% | 167 | +42.7% | 0.00% | – |
| Q3 2013 | $10,000 | – | 117 | – | 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% |