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 | $292,977,120 | +9.2% | 1,075,896 | +13.4% | 0.49% | +9.9% |
| Q2 2023 | $268,412,094 | +10.0% | 948,587 | -3.0% | 0.45% | +6.2% |
| Q1 2023 | $243,917,478 | +15.6% | 977,860 | -1.2% | 0.42% | +13.2% |
| Q4 2022 | $211,013,405 | +8.3% | 990,162 | +8.7% | 0.37% | -0.8% |
| Q3 2022 | $194,816,000 | -0.8% | 910,566 | +3.3% | 0.37% | +3.6% |
| Q2 2022 | $196,391,000 | -24.9% | 881,113 | -3.1% | 0.36% | -12.6% |
| Q1 2022 | $261,632,000 | -9.6% | 909,709 | +0.8% | 0.41% | -6.3% |
| Q4 2021 | $289,515,000 | +12.1% | 902,198 | +1.3% | 0.44% | +4.0% |
| Q3 2021 | $258,342,000 | +1.2% | 890,310 | -0.0% | 0.42% | +1.4% |
| Q2 2021 | $255,403,000 | +8.5% | 890,495 | -2.8% | 0.42% | +2.2% |
| Q1 2021 | $235,398,000 | +1.2% | 915,803 | -0.3% | 0.41% | -8.1% |
| Q4 2020 | $232,673,000 | +9.0% | 918,423 | -2.0% | 0.44% | -4.5% |
| Q3 2020 | $213,397,000 | +18.5% | 937,555 | +5.2% | 0.47% | +15.1% |
| Q2 2020 | $180,155,000 | +47.2% | 891,462 | +14.2% | 0.40% | +25.8% |
| Q1 2020 | $122,361,000 | -4.0% | 780,909 | +11.6% | 0.32% | +24.3% |
| Q4 2019 | $127,476,000 | +433.3% | 699,759 | +386.7% | 0.26% | -36.8% |
| Q3 2019 | $23,904,000 | +1.7% | 143,762 | -0.1% | 0.41% | +0.7% |
| Q2 2019 | $23,515,000 | +4.5% | 143,922 | +0.1% | 0.41% | +1.2% |
| Q1 2019 | $22,495,000 | +16.2% | 143,807 | -0.2% | 0.40% | +1.3% |
| Q4 2018 | $19,357,000 | -21.9% | 144,099 | -6.4% | 0.40% | -10.8% |
| Q3 2018 | $24,780,000 | +7.0% | 153,876 | -0.4% | 0.44% | +0.9% |
| Q2 2018 | $23,152,000 | +4.9% | 154,541 | -0.7% | 0.44% | +4.8% |
| Q1 2018 | $22,073,000 | +0.8% | 155,579 | -0.1% | 0.42% | +2.9% |
| Q4 2017 | $21,894,000 | +3.0% | 155,660 | -2.8% | 0.41% | -1.0% |
| Q3 2017 | $21,254,000 | +4.7% | 160,107 | +0.2% | 0.41% | +2.7% |
| Q2 2017 | $20,292,000 | +4.1% | 159,732 | -0.3% | 0.40% | +2.6% |
| Q1 2017 | $19,494,000 | +7.7% | 160,234 | -1.3% | 0.39% | +5.9% |
| Q4 2016 | $18,096,000 | -1.0% | 162,322 | -0.3% | 0.37% | -1.6% |
| Q3 2016 | $18,283,000 | +7.1% | 162,820 | +2.3% | 0.38% | +5.0% |
| Q2 2016 | $17,063,000 | +4.0% | 159,168 | +3.3% | 0.36% | -15.6% |
| Q1 2016 | $16,402,000 | +0.8% | 154,078 | +0.7% | 0.42% | +0.5% |
| Q4 2015 | $16,272,000 | +10.7% | 152,947 | +4.4% | 0.42% | +10.5% |
| Q3 2015 | $14,695,000 | -6.5% | 146,527 | -0.2% | 0.38% | -9.9% |
| Q2 2015 | $15,713,000 | -3.1% | 146,782 | -5.3% | 0.42% | -9.0% |
| Q1 2015 | $16,216,000 | +7.0% | 155,011 | +6.7% | 0.47% | +4.7% |
| Q4 2014 | $15,161,000 | +10.5% | 145,233 | +5.5% | 0.44% | +7.2% |
| Q3 2014 | $13,721,000 | +0.6% | 137,672 | -0.2% | 0.42% | +1.5% |
| Q2 2014 | $13,640,000 | +16.2% | 137,923 | +9.8% | 0.41% | +10.5% |
| Q1 2014 | $11,740,000 | +9.5% | 125,584 | +9.0% | 0.37% | +7.2% |
| Q4 2013 | $10,723,000 | +18.1% | 115,245 | +7.4% | 0.34% | +7.1% |
| Q3 2013 | $9,082,000 | +21.8% | 107,335 | +12.5% | 0.32% | +15.8% |
| Q2 2013 | $7,457,000 | – | 95,425 | – | 0.28% | – |
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% |