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 | $43,502,339 | +14.4% | 159,753 | +18.9% | 0.01% | +14.3% |
| Q2 2023 | $38,032,937 | +76.1% | 134,411 | +55.2% | 0.01% | +75.0% |
| Q1 2023 | $21,602,003 | +127.5% | 86,602 | +94.3% | 0.00% | +100.0% |
| Q4 2022 | $9,496,608 | -4.3% | 44,562 | -4.0% | 0.00% | 0.0% |
| Q3 2022 | $9,927,000 | -2.8% | 46,395 | +1.2% | 0.00% | 0.0% |
| Q2 2022 | $10,216,000 | -23.2% | 45,836 | -0.9% | 0.00% | 0.0% |
| Q1 2022 | $13,300,000 | -14.3% | 46,246 | -4.4% | 0.00% | -33.3% |
| Q4 2021 | $15,518,000 | +16.8% | 48,358 | +5.6% | 0.00% | +50.0% |
| Q3 2021 | $13,288,000 | +8.8% | 45,793 | +7.5% | 0.00% | 0.0% |
| Q2 2021 | $12,213,000 | +14.7% | 42,583 | +2.8% | 0.00% | 0.0% |
| Q1 2021 | $10,651,000 | -15.4% | 41,435 | -16.6% | 0.00% | 0.0% |
| Q4 2020 | $12,589,000 | +21.3% | 49,690 | +8.9% | 0.00% | 0.0% |
| Q3 2020 | $10,382,000 | +27.4% | 45,614 | +13.1% | 0.00% | 0.0% |
| Q2 2020 | $8,152,000 | +51.4% | 40,342 | +17.4% | 0.00% | 0.0% |
| Q1 2020 | $5,384,000 | -15.5% | 34,365 | -1.7% | 0.00% | +100.0% |
| Q4 2019 | $6,371,000 | -9.3% | 34,969 | -17.2% | 0.00% | -50.0% |
| Q3 2019 | $7,027,000 | +10.5% | 42,256 | +8.6% | 0.00% | 0.0% |
| Q2 2019 | $6,358,000 | +9.5% | 38,915 | +4.9% | 0.00% | +100.0% |
| Q1 2019 | $5,804,000 | +43.7% | 37,105 | +23.4% | 0.00% | 0.0% |
| Q4 2018 | $4,039,000 | -12.2% | 30,065 | +5.2% | 0.00% | 0.0% |
| Q3 2018 | $4,602,000 | +9.5% | 28,582 | +1.9% | 0.00% | 0.0% |
| Q2 2018 | $4,201,000 | +7.4% | 28,047 | +1.8% | 0.00% | 0.0% |
| Q1 2018 | $3,910,000 | +33.4% | 27,560 | +32.3% | 0.00% | 0.0% |
| Q4 2017 | $2,930,000 | +1.6% | 20,836 | -4.1% | 0.00% | 0.0% |
| Q3 2017 | $2,884,000 | +12.8% | 21,728 | +7.9% | 0.00% | 0.0% |
| Q2 2017 | $2,557,000 | +16.9% | 20,128 | +12.0% | 0.00% | 0.0% |
| Q1 2017 | $2,187,000 | +16.6% | 17,979 | +6.9% | 0.00% | 0.0% |
| Q4 2016 | $1,875,000 | -30.4% | 16,818 | -29.9% | 0.00% | 0.0% |
| Q3 2016 | $2,693,000 | +18.6% | 23,976 | +13.2% | 0.00% | 0.0% |
| Q2 2016 | $2,270,000 | -2.1% | 21,173 | -2.8% | 0.00% | 0.0% |
| Q1 2016 | $2,318,000 | +84.8% | 21,775 | +84.7% | 0.00% | – |
| Q4 2015 | $1,254,000 | +75.6% | 11,789 | +65.8% | 0.00% | – |
| Q3 2015 | $714,000 | -10.6% | 7,112 | -4.7% | 0.00% | – |
| Q2 2015 | $799,000 | -24.0% | 7,461 | -25.8% | 0.00% | – |
| Q1 2015 | $1,052,000 | +5.4% | 10,055 | +5.2% | 0.00% | – |
| Q4 2014 | $998,000 | -2.3% | 9,561 | -6.7% | 0.00% | – |
| Q3 2014 | $1,022,000 | +14.6% | 10,253 | +13.7% | 0.00% | – |
| Q2 2014 | $892,000 | +9.7% | 9,019 | +3.7% | 0.00% | – |
| Q1 2014 | $813,000 | -35.5% | 8,695 | -35.8% | 0.00% | – |
| Q4 2013 | $1,261,000 | +3.3% | 13,550 | -6.1% | 0.00% | – |
| Q3 2013 | $1,221,000 | +57.5% | 14,426 | +45.5% | 0.00% | – |
| Q2 2013 | $775,000 | – | 9,916 | – | 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% |