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 | $137,396,496 | +0.8% | 504,559 | +4.7% | 2.39% | +3.2% |
| Q2 2023 | $136,350,018 | +23.9% | 481,870 | +9.2% | 2.32% | +15.2% |
| Q1 2023 | $110,056,765 | +29.4% | 441,216 | +10.5% | 2.01% | +23.9% |
| Q4 2022 | $85,055,655 | +15.4% | 399,116 | +15.9% | 1.62% | -3.6% |
| Q3 2022 | $73,689,000 | +17.9% | 344,423 | +22.9% | 1.68% | +20.1% |
| Q2 2022 | $62,483,000 | -0.1% | 280,329 | +29.0% | 1.40% | +15.2% |
| Q1 2022 | $62,518,000 | +38.7% | 217,379 | +54.8% | 1.22% | +42.0% |
| Q4 2021 | $45,071,000 | +33.6% | 140,451 | +20.8% | 0.86% | +25.7% |
| Q3 2021 | $33,743,000 | +9.5% | 116,286 | +8.2% | 0.68% | +10.2% |
| Q2 2021 | $30,828,000 | +12.8% | 107,487 | +1.1% | 0.62% | +3.3% |
| Q1 2021 | $27,328,000 | +4.2% | 106,319 | +2.7% | 0.60% | -0.8% |
| Q4 2020 | $26,231,000 | +13.8% | 103,541 | +2.2% | 0.60% | +5.2% |
| Q3 2020 | $23,049,000 | +13.3% | 101,267 | +0.6% | 0.57% | +6.9% |
| Q2 2020 | $20,350,000 | +31.0% | 100,696 | +1.5% | 0.54% | -0.6% |
| Q1 2020 | $15,540,000 | -16.7% | 99,172 | -3.2% | 0.54% | +5.9% |
| Q4 2019 | $18,659,000 | +10.8% | 102,429 | +1.2% | 0.51% | +2.2% |
| Q3 2019 | $16,837,000 | +55.0% | 101,255 | +52.3% | 0.50% | +48.5% |
| Q2 2019 | $10,861,000 | -27.2% | 66,468 | -35.0% | 0.34% | -26.8% |
| Q1 2019 | $14,926,000 | +52.4% | 102,212 | +40.2% | 0.46% | +26.1% |
| Q4 2018 | $9,794,000 | -21.4% | 72,905 | -5.8% | 0.36% | -6.7% |
| Q3 2018 | $12,463,000 | +0.8% | 77,391 | -6.2% | 0.39% | +1.6% |
| Q2 2018 | $12,366,000 | -18.0% | 82,549 | -22.4% | 0.38% | -13.5% |
| Q1 2018 | $15,085,000 | -2.3% | 106,322 | -3.1% | 0.44% | -9.2% |
| Q4 2017 | $15,434,000 | +8.7% | 109,734 | +2.6% | 0.49% | +5.2% |
| Q3 2017 | $14,202,000 | +4.6% | 106,984 | +0.1% | 0.46% | +2.0% |
| Q2 2017 | $13,581,000 | +0.5% | 106,907 | -3.7% | 0.46% | -1.1% |
| Q1 2017 | $13,512,000 | +2.8% | 111,060 | -5.8% | 0.46% | +2.0% |
| Q4 2016 | $13,145,000 | -2.0% | 117,916 | -1.3% | 0.45% | -6.2% |
| Q3 2016 | $13,412,000 | +20.6% | 119,436 | +15.1% | 0.48% | +17.0% |
| Q2 2016 | $11,120,000 | +6.3% | 103,730 | +5.5% | 0.41% | +5.1% |
| Q1 2016 | $10,462,000 | -0.0% | 98,287 | -0.1% | 0.39% | -0.8% |
| Q4 2015 | $10,464,000 | +1.9% | 98,363 | -4.0% | 0.40% | -3.2% |
| Q3 2015 | $10,273,000 | -4.6% | 102,426 | +1.8% | 0.41% | +1.7% |
| Q2 2015 | $10,770,000 | +5.7% | 100,607 | +3.3% | 0.40% | +5.2% |
| Q1 2015 | $10,190,000 | +6.0% | 97,410 | +5.8% | 0.38% | +3.3% |
| Q4 2014 | $9,610,000 | +30.0% | 92,059 | +24.1% | 0.37% | +23.4% |
| Q3 2014 | $7,393,000 | +5.4% | 74,172 | +4.6% | 0.30% | +5.7% |
| Q2 2014 | $7,014,000 | +28.1% | 70,916 | +21.0% | 0.28% | +19.9% |
| Q1 2014 | $5,477,000 | +4.3% | 58,588 | +3.9% | 0.24% | +1.3% |
| Q4 2013 | $5,249,000 | +15.7% | 56,406 | +5.2% | 0.23% | +5.0% |
| Q3 2013 | $4,535,000 | +14.1% | 53,596 | +5.4% | 0.22% | +6.7% |
| Q2 2013 | $3,973,000 | – | 50,830 | – | 0.21% | – |
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% |