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 | $76,881,096 | -5.8% | 282,329 | -2.1% | 2.22% | -2.6% |
| Q2 2023 | $81,580,374 | +6.7% | 288,311 | -6.0% | 2.28% | +1.7% |
| Q1 2023 | $76,486,404 | +17.7% | 306,632 | +0.5% | 2.24% | +11.7% |
| Q4 2022 | $65,011,675 | +2.2% | 305,062 | +2.6% | 2.00% | -8.2% |
| Q3 2022 | $63,641,000 | -1.7% | 297,459 | +2.4% | 2.18% | +2.2% |
| Q2 2022 | $64,721,000 | -24.1% | 290,375 | -2.1% | 2.13% | -12.6% |
| Q1 2022 | $85,326,000 | -9.6% | 296,684 | +0.9% | 2.44% | -8.2% |
| Q4 2021 | $94,350,000 | +388.7% | 294,017 | +341.9% | 2.66% | +286.5% |
| Q3 2021 | $19,305,000 | +5.7% | 66,529 | +4.4% | 0.69% | +3.8% |
| Q2 2021 | $18,271,000 | +4.1% | 63,703 | -6.7% | 0.66% | -3.5% |
| Q1 2021 | $17,551,000 | -11.4% | 68,282 | -12.7% | 0.69% | -15.2% |
| Q4 2020 | $19,807,000 | +12.9% | 78,182 | +1.4% | 0.81% | +2.0% |
| Q3 2020 | $17,543,000 | +12.7% | 77,074 | +0.1% | 0.79% | +1.7% |
| Q2 2020 | $15,562,000 | +163.0% | 77,006 | +104.0% | 0.78% | +115.7% |
| Q1 2020 | $5,916,000 | +1.8% | 37,757 | +18.3% | 0.36% | +21.9% |
| Q4 2019 | $5,813,000 | +11.1% | 31,910 | +1.4% | 0.30% | +0.7% |
| Q3 2019 | $5,233,000 | -1.1% | 31,469 | +0.0% | 0.30% | -2.0% |
| Q2 2019 | $5,289,000 | +7.2% | 31,455 | -0.3% | 0.30% | +2.4% |
| Q1 2019 | $4,934,000 | +12.4% | 31,541 | -3.5% | 0.29% | +0.7% |
| Q4 2018 | $4,391,000 | -12.5% | 32,684 | +4.9% | 0.29% | 0.0% |
| Q3 2018 | $5,017,000 | -0.1% | 31,152 | -7.0% | 0.29% | -8.8% |
| Q2 2018 | $5,020,000 | +6.2% | 33,510 | +0.6% | 0.32% | +6.7% |
| Q1 2018 | $4,728,000 | -1.6% | 33,321 | -2.5% | 0.30% | +2.4% |
| Q4 2017 | $4,807,000 | +14.3% | 34,171 | +7.9% | 0.29% | +7.7% |
| Q3 2017 | $4,204,000 | -8.1% | 31,666 | -12.1% | 0.27% | -10.2% |
| Q2 2017 | $4,576,000 | -0.5% | 36,020 | -4.7% | 0.30% | -1.0% |
| Q1 2017 | $4,598,000 | +9.6% | 37,795 | +0.5% | 0.31% | +5.9% |
| Q4 2016 | $4,194,000 | +22.7% | 37,622 | +23.6% | 0.29% | +16.1% |
| Q3 2016 | $3,419,000 | +4.6% | 30,446 | -0.2% | 0.25% | +1.6% |
| Q2 2016 | $3,270,000 | +19.2% | 30,505 | +18.4% | 0.24% | +13.4% |
| Q1 2016 | $2,743,000 | +19.5% | 25,766 | +19.4% | 0.22% | +13.7% |
| Q4 2015 | $2,295,000 | +55.8% | 21,571 | +46.8% | 0.19% | +48.4% |
| Q3 2015 | $1,473,000 | -2.8% | 14,692 | +3.9% | 0.13% | +7.6% |
| Q2 2015 | $1,515,000 | +4.8% | 14,147 | +2.4% | 0.12% | +2.6% |
| Q1 2015 | $1,446,000 | -0.6% | 13,822 | -0.8% | 0.12% | -1.7% |
| Q4 2014 | $1,454,000 | +8.7% | 13,933 | +3.8% | 0.12% | +11.3% |
| Q3 2014 | $1,338,000 | -11.4% | 13,421 | -12.2% | 0.11% | -10.9% |
| Q2 2014 | $1,511,000 | +10.0% | 15,279 | +3.9% | 0.12% | +4.4% |
| Q1 2014 | $1,374,000 | -9.0% | 14,704 | -9.4% | 0.11% | -10.2% |
| Q4 2013 | $1,510,000 | +6.0% | 16,228 | -3.6% | 0.13% | -1.6% |
| Q3 2013 | $1,424,000 | +38.0% | 16,828 | +27.4% | 0.13% | +31.6% |
| Q2 2013 | $1,032,000 | – | 13,207 | – | 0.10% | – |
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% |