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 | $666,789,354 | -2.7% | 2,448,641 | +1.1% | 0.57% | -2.2% |
| Q2 2023 | $685,554,810 | +9.4% | 2,422,798 | -3.6% | 0.58% | +6.2% |
| Q1 2023 | $626,863,805 | +16.5% | 2,513,085 | -0.5% | 0.55% | +6.4% |
| Q4 2022 | $538,094,877 | +0.1% | 2,524,963 | +0.5% | 0.52% | -8.0% |
| Q3 2022 | $537,590,000 | -4.9% | 2,512,690 | -0.9% | 0.56% | +1.3% |
| Q2 2022 | $565,355,000 | -21.6% | 2,536,480 | +1.2% | 0.56% | -12.2% |
| Q1 2022 | $720,960,000 | -10.8% | 2,506,811 | -0.5% | 0.63% | -5.4% |
| Q4 2021 | $808,264,000 | +7.1% | 2,518,742 | -3.1% | 0.67% | -4.3% |
| Q3 2021 | $754,615,000 | -0.6% | 2,600,598 | -1.8% | 0.70% | +1.5% |
| Q2 2021 | $759,375,000 | +9.3% | 2,647,660 | -2.0% | 0.69% | +2.1% |
| Q1 2021 | $694,782,000 | +1.1% | 2,703,015 | -0.3% | 0.67% | -2.7% |
| Q4 2020 | $687,130,000 | +9.1% | 2,712,288 | -1.9% | 0.69% | -10.7% |
| Q3 2020 | $629,561,000 | +2.4% | 2,765,959 | -9.0% | 0.78% | -5.1% |
| Q2 2020 | $614,524,000 | +28.7% | 3,040,846 | -0.2% | 0.82% | +36.1% |
| Q1 2020 | $477,329,000 | -16.6% | 3,046,340 | -3.1% | 0.60% | +6.6% |
| Q4 2019 | $572,481,000 | +8.7% | 3,142,563 | -0.8% | 0.56% | +7.4% |
| Q3 2019 | $526,724,000 | -10.9% | 3,167,697 | -12.5% | 0.52% | -9.5% |
| Q2 2019 | $591,274,000 | +8.1% | 3,618,778 | +3.5% | 0.58% | +5.8% |
| Q1 2019 | $546,820,000 | +15.4% | 3,495,846 | -0.9% | 0.55% | +3.8% |
| Q4 2018 | $473,971,000 | -16.0% | 3,528,408 | +0.7% | 0.53% | -1.5% |
| Q3 2018 | $564,297,000 | +6.1% | 3,504,074 | -1.3% | 0.54% | +2.1% |
| Q2 2018 | $531,864,000 | +5.5% | 3,550,261 | -0.0% | 0.52% | +5.6% |
| Q1 2018 | $503,945,000 | -0.6% | 3,551,908 | -1.4% | 0.50% | +1.0% |
| Q4 2017 | $506,736,000 | +4.7% | 3,602,800 | -1.1% | 0.49% | -2.0% |
| Q3 2017 | $483,818,000 | +5.5% | 3,644,579 | +1.0% | 0.50% | +1.8% |
| Q2 2017 | $458,409,000 | +9.3% | 3,608,385 | +4.7% | 0.49% | +6.2% |
| Q1 2017 | $419,437,000 | +11.8% | 3,447,621 | +2.5% | 0.46% | +8.4% |
| Q4 2016 | $375,142,000 | +4.1% | 3,365,103 | +4.8% | 0.43% | +2.1% |
| Q3 2016 | $360,395,000 | +4.9% | 3,209,500 | +0.1% | 0.42% | +4.0% |
| Q2 2016 | $343,612,000 | +0.8% | 3,205,333 | +0.1% | 0.40% | +1.3% |
| Q1 2016 | $341,013,000 | -0.0% | 3,203,511 | -0.1% | 0.40% | -1.0% |
| Q4 2015 | $341,048,000 | +1.3% | 3,205,635 | -4.5% | 0.40% | 0.0% |
| Q3 2015 | $336,593,000 | -5.1% | 3,356,200 | +1.3% | 0.40% | +1.3% |
| Q2 2015 | $354,825,000 | +6.1% | 3,314,576 | +3.7% | 0.40% | +8.2% |
| Q1 2015 | $334,416,000 | +6.8% | 3,196,787 | +6.6% | 0.37% | +6.7% |
| Q4 2014 | $313,190,000 | +72.9% | 3,000,198 | +65.1% | 0.34% | +61.5% |
| Q3 2014 | $181,121,000 | -6.2% | 1,817,209 | -6.9% | 0.21% | -13.4% |
| Q2 2014 | $193,030,000 | +1.9% | 1,951,771 | -3.7% | 0.25% | -1.2% |
| Q1 2014 | $189,412,000 | +1.2% | 2,026,240 | +0.8% | 0.25% | +0.4% |
| Q4 2013 | $187,088,000 | +10.8% | 2,010,624 | +0.8% | 0.25% | +0.8% |
| Q3 2013 | $168,850,000 | +4.3% | 1,995,630 | -3.7% | 0.25% | +3.8% |
| Q2 2013 | $161,926,000 | – | 2,071,999 | – | 0.24% | – |
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% |