VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,101,506 | -4.8% | 4,045 | -1.1% | 0.02% | 0.0% |
| Q2 2023 | $1,156,753 | +24.4% | 4,088 | +9.6% | 0.02% | +5.3% |
| Q1 2023 | $930,121 | +12.8% | 3,729 | -3.6% | 0.02% | +5.6% |
| Q4 2022 | $824,648 | -8.2% | 3,870 | -7.7% | 0.02% | -14.3% |
| Q3 2022 | $898,000 | -2.2% | 4,195 | +1.9% | 0.02% | +5.0% |
| Q2 2022 | $918,000 | -27.5% | 4,117 | -6.5% | 0.02% | -9.1% |
| Q1 2022 | $1,267,000 | -6.4% | 4,404 | +4.5% | 0.02% | -4.3% |
| Q4 2021 | $1,353,000 | +13.4% | 4,216 | +2.6% | 0.02% | +4.5% |
| Q3 2021 | $1,193,000 | +1.1% | 4,110 | -0.1% | 0.02% | +4.8% |
| Q2 2021 | $1,180,000 | +19.2% | 4,115 | +6.9% | 0.02% | +10.5% |
| Q1 2021 | $990,000 | +1.4% | 3,850 | -0.1% | 0.02% | -5.0% |
| Q4 2020 | $976,000 | +12.4% | 3,853 | +1.1% | 0.02% | -4.8% |
| Q3 2020 | $868,000 | +9.0% | 3,812 | -3.2% | 0.02% | +5.0% |
| Q2 2020 | $796,000 | +29.9% | 3,937 | +0.6% | 0.02% | +5.3% |
| Q1 2020 | $613,000 | -11.9% | 3,914 | +2.4% | 0.02% | +26.7% |
| Q4 2019 | $696,000 | +11.9% | 3,821 | +2.1% | 0.02% | 0.0% |
| Q3 2019 | $622,000 | +4.9% | 3,742 | +3.1% | 0.02% | +7.1% |
| Q2 2019 | $593,000 | +9.0% | 3,630 | +4.3% | 0.01% | +16.7% |
| Q1 2019 | $544,000 | +8.4% | 3,480 | -6.9% | 0.01% | -7.7% |
| Q4 2018 | $502,000 | -11.8% | 3,736 | +5.8% | 0.01% | +8.3% |
| Q3 2018 | $569,000 | +33.6% | 3,532 | +24.1% | 0.01% | +33.3% |
| Q2 2018 | $426,000 | +10.4% | 2,846 | +4.5% | 0.01% | +12.5% |
| Q1 2018 | $386,000 | -1.8% | 2,724 | -2.6% | 0.01% | 0.0% |
| Q4 2017 | $393,000 | +11.0% | 2,796 | +4.7% | 0.01% | +14.3% |
| Q3 2017 | $354,000 | +25.5% | 2,670 | +20.3% | 0.01% | +40.0% |
| Q2 2017 | $282,000 | +4.4% | 2,219 | +0.0% | 0.01% | 0.0% |
| Q1 2017 | $270,000 | +10.7% | 2,218 | +1.5% | 0.01% | 0.0% |
| Q4 2016 | $244,000 | +11.4% | 2,186 | +12.3% | 0.01% | +25.0% |
| Q3 2016 | $219,000 | +3.8% | 1,946 | -1.3% | 0.00% | -20.0% |
| Q2 2016 | $211,000 | -11.3% | 1,971 | -11.7% | 0.01% | 0.0% |
| Q4 2015 | $238,000 | -13.1% | 2,233 | -18.4% | 0.01% | -16.7% |
| Q3 2015 | $274,000 | +11.8% | 2,735 | +19.3% | 0.01% | +20.0% |
| Q2 2015 | $245,000 | +2.1% | 2,292 | +0.0% | 0.01% | +25.0% |
| Q1 2015 | $240,000 | -12.7% | 2,291 | -13.2% | 0.00% | -20.0% |
| Q4 2014 | $275,000 | +4.2% | 2,638 | -0.3% | 0.01% | 0.0% |
| Q3 2014 | $264,000 | -5.4% | 2,647 | -6.1% | 0.01% | 0.0% |
| Q2 2014 | $279,000 | +1.5% | 2,818 | -4.4% | 0.01% | 0.0% |
| Q1 2014 | $275,000 | +5.8% | 2,947 | +5.3% | 0.01% | 0.0% |
| Q4 2013 | $260,000 | +12.1% | 2,799 | +2.0% | 0.01% | 0.0% |
| Q3 2013 | $232,000 | +2.7% | 2,744 | -5.0% | 0.01% | 0.0% |
| Q2 2013 | $226,000 | – | 2,888 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fee-Only Financial Planning, L.C. | 122,751 | $33,426,189 | 26.93% |
| Jentner Corp | 158,119 | $43,057,399 | 26.77% |
| MCIA Inc | 243,241 | $70,170,103 | 26.32% |
| Axiom Advisory, LLC | 102,920 | $28,026,060 | 25.23% |
| Safeguard Financial, LLC | 188,009 | $51,196,630 | 24.70% |
| Dougherty Wealth Advisers LLC | 77,821 | $21,191,437 | 24.54% |
| Mill Creek Capital Advisors, LLC | 2,486,308 | $677,046,526 | 22.50% |
| Retirement Investment Advisors, Inc. | 813,010 | $221,390,753 | 20.16% |
| TL Private Wealth | 125,841 | $35,132,387 | 20.13% |
| STEVENS CAPITAL PARTNERS | 89,532 | $24,380,480 | 19.56% |