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 | $2,234,848 | +0.8% | 8,207 | +4.7% | 0.00% | 0.0% |
Q2 2023 | $2,217,274 | +14.0% | 7,836 | +0.5% | 0.00% | 0.0% |
Q1 2023 | $1,945,133 | +0.4% | 7,798 | -14.2% | 0.00% | 0.0% |
Q4 2022 | $1,936,957 | -5.7% | 9,089 | -5.3% | 0.00% | 0.0% |
Q3 2022 | $2,053,000 | -6.3% | 9,597 | -2.4% | 0.00% | 0.0% |
Q2 2022 | $2,191,000 | -22.9% | 9,830 | +11.0% | 0.00% | 0.0% |
Q4 2021 | $2,843,000 | +10.6% | 8,857 | 0.0% | 0.00% | +100.0% |
Q3 2021 | $2,570,000 | +1.1% | 8,857 | -0.1% | 0.00% | 0.0% |
Q2 2021 | $2,542,000 | +505.2% | 8,862 | +443.3% | 0.00% | – |
Q1 2021 | $420,000 | -67.0% | 1,631 | -67.5% | 0.00% | -100.0% |
Q4 2020 | $1,272,000 | +98.8% | 5,022 | +78.7% | 0.00% | – |
Q3 2020 | $640,000 | +12.7% | 2,811 | 0.0% | 0.00% | – |
Q2 2020 | $568,000 | +71.6% | 2,811 | +33.2% | 0.00% | – |
Q1 2020 | $331,000 | -41.8% | 2,111 | -38.3% | 0.00% | – |
Q3 2019 | $569,000 | -57.2% | 3,419 | -57.9% | 0.00% | -100.0% |
Q2 2019 | $1,328,000 | -27.0% | 8,126 | -40.0% | 0.00% | -50.0% |
Q4 2018 | $1,819,000 | -56.7% | 13,545 | -51.7% | 0.00% | -50.0% |
Q2 2018 | $4,204,000 | +1278.4% | 28,060 | +1203.9% | 0.00% | – |
Q1 2018 | $305,000 | -85.7% | 2,152 | -85.8% | 0.00% | -100.0% |
Q4 2017 | $2,138,000 | -74.1% | 15,201 | -75.6% | 0.00% | -75.0% |
Q3 2017 | $8,258,000 | +333.0% | 62,204 | +296.8% | 0.01% | +300.0% |
Q1 2017 | $1,907,000 | -17.4% | 15,677 | -27.3% | 0.00% | -33.3% |
Q2 2016 | $2,310,000 | +52.1% | 21,553 | +51.0% | 0.00% | +50.0% |
Q1 2016 | $1,519,000 | -94.8% | 14,270 | -94.8% | 0.00% | -93.9% |
Q4 2015 | $29,181,000 | +11.3% | 274,290 | +4.9% | 0.03% | +6.5% |
Q3 2015 | $26,223,000 | +69.8% | 261,467 | +81.3% | 0.03% | +106.7% |
Q2 2015 | $15,441,000 | +4.1% | 144,245 | +1.7% | 0.02% | 0.0% |
Q1 2015 | $14,837,000 | +53.4% | 141,834 | +53.1% | 0.02% | +66.7% |
Q4 2014 | $9,671,000 | +21.4% | 92,644 | +15.9% | 0.01% | +50.0% |
Q3 2014 | $7,964,000 | +7.0% | 79,907 | +6.2% | 0.01% | 0.0% |
Q2 2014 | $7,445,000 | +27.2% | 75,277 | +20.2% | 0.01% | 0.0% |
Q1 2014 | $5,853,000 | +4.3% | 62,614 | +3.8% | 0.01% | +20.0% |
Q4 2013 | $5,611,000 | -31.5% | 60,300 | -37.7% | 0.01% | -37.5% |
Q3 2013 | $8,192,000 | +176.1% | 96,819 | +155.0% | 0.01% | +166.7% |
Q2 2013 | $2,967,000 | -54.0% | 37,967 | -54.4% | 0.00% | -57.1% |
Q1 2013 | $6,454,000 | – | 83,269 | – | 0.01% | – |
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% |