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 | $9,846,457 | +95561.7% | 36,159 | -0.6% | 0.20% | -5.7% |
| Q2 2023 | $10,293 | +13.2% | 36,376 | -0.2% | 0.21% | +6.6% |
| Q1 2023 | $9,092 | +14.8% | 36,449 | -2.0% | 0.20% | +10.1% |
| Q4 2022 | $7,923 | -99.9% | 37,179 | +7.1% | 0.18% | -2.7% |
| Q3 2022 | $7,426,000 | +3.7% | 34,707 | +8.1% | 0.18% | +9.6% |
| Q2 2022 | $7,159,000 | -23.6% | 32,119 | -1.4% | 0.17% | -13.9% |
| Q1 2022 | $9,372,000 | -11.7% | 32,586 | -1.5% | 0.19% | -11.0% |
| Q4 2021 | $10,614,000 | +12.1% | 33,075 | +1.3% | 0.22% | +7.4% |
| Q3 2021 | $9,471,000 | -3.1% | 32,638 | -4.2% | 0.20% | -4.2% |
| Q2 2021 | $9,775,000 | +13.3% | 34,083 | +1.5% | 0.21% | +5.5% |
| Q1 2021 | $8,630,000 | -15.1% | 33,575 | -16.3% | 0.20% | -21.2% |
| Q4 2020 | $10,168,000 | +16.0% | 40,137 | +4.2% | 0.26% | -0.8% |
| Q3 2020 | $8,768,000 | +14.5% | 38,520 | +1.7% | 0.26% | +4.9% |
| Q2 2020 | $7,656,000 | +28.6% | 37,883 | -0.3% | 0.24% | -7.2% |
| Q1 2020 | $5,954,000 | -9.3% | 37,998 | +5.4% | 0.26% | +12.8% |
| Q4 2019 | $6,567,000 | +9.7% | 36,051 | +0.1% | 0.23% | -0.4% |
| Q3 2019 | $5,986,000 | +29.3% | 36,000 | +27.0% | 0.24% | +25.0% |
| Q2 2019 | $4,631,000 | +4.9% | 28,346 | +0.4% | 0.19% | 0.0% |
| Q1 2019 | $4,416,000 | +21.8% | 28,234 | +4.6% | 0.19% | +5.6% |
| Q4 2018 | $3,625,000 | -14.8% | 26,984 | +2.2% | 0.18% | -4.3% |
| Q3 2018 | $4,253,000 | +6.9% | 26,412 | -0.5% | 0.19% | +1.1% |
| Q2 2018 | $3,977,000 | +5.6% | 26,548 | +0.0% | 0.18% | +2.8% |
| Q1 2018 | $3,765,000 | -12.5% | 26,537 | -13.3% | 0.18% | -9.1% |
| Q4 2017 | $4,304,000 | -4.5% | 30,599 | -9.8% | 0.20% | -10.0% |
| Q3 2017 | $4,505,000 | -14.9% | 33,928 | -18.6% | 0.22% | -16.7% |
| Q2 2017 | $5,296,000 | -13.3% | 41,695 | -16.9% | 0.26% | -15.7% |
| Q1 2017 | $6,106,000 | +9.3% | 50,190 | +0.1% | 0.31% | +4.7% |
| Q4 2016 | $5,587,000 | +1.5% | 50,115 | -2.4% | 0.30% | -9.4% |
| Q2 2016 | $5,503,000 | +63.4% | 51,337 | +62.3% | 0.33% | +57.4% |
| Q1 2016 | $3,368,000 | -7.0% | 31,637 | -7.1% | 0.21% | -10.3% |
| Q4 2015 | $3,621,000 | +13.3% | 34,037 | +6.8% | 0.23% | +5.9% |
| Q3 2015 | $3,195,000 | -0.5% | 31,862 | +6.2% | 0.22% | +7.8% |
| Q2 2015 | $3,212,000 | -5.0% | 30,002 | -7.2% | 0.20% | -2.9% |
| Q1 2015 | $3,380,000 | +83.7% | 32,314 | +83.3% | 0.21% | +79.5% |
| Q4 2014 | $1,840,000 | +38.9% | 17,629 | +32.6% | 0.12% | +25.8% |
| Q3 2014 | $1,325,000 | +168.8% | 13,294 | +166.7% | 0.09% | +173.5% |
| Q2 2014 | $493,000 | +7.2% | 4,984 | +1.2% | 0.03% | +3.0% |
| Q1 2014 | $460,000 | -5.9% | 4,925 | -6.2% | 0.03% | -10.8% |
| Q4 2013 | $489,000 | -86.9% | 5,250 | -88.1% | 0.04% | -88.0% |
| Q3 2013 | $3,733,000 | – | 44,125 | – | 0.31% | – |
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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% |