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 | $20,500,094 | -5.6% | 76,633 | -0.2% | 0.45% | +2.3% |
| Q2 2023 | $21,721,424 | +20.3% | 76,765 | +6.0% | 0.44% | +16.9% |
| Q1 2023 | $18,058,458 | -6.3% | 72,396 | -19.9% | 0.38% | +6.2% |
| Q4 2022 | $19,268,419 | +8.1% | 90,415 | +8.5% | 0.36% | -1.4% |
| Q3 2022 | $17,828,000 | +9.3% | 83,329 | +13.9% | 0.36% | +15.3% |
| Q2 2022 | $16,311,000 | -18.8% | 73,182 | +4.8% | 0.31% | -5.4% |
| Q1 2022 | $20,082,000 | +24.6% | 69,826 | +39.0% | 0.33% | +32.9% |
| Q4 2021 | $16,122,000 | +104.0% | 50,239 | +84.5% | 0.25% | +83.1% |
| Q3 2021 | $7,904,000 | +87.2% | 27,237 | +65.8% | 0.14% | +76.6% |
| Q1 2021 | $4,222,000 | +2.8% | 16,428 | +1.3% | 0.08% | -1.3% |
| Q4 2020 | $4,108,000 | +15.7% | 16,216 | +3.9% | 0.08% | 0.0% |
| Q3 2020 | $3,552,000 | +23.8% | 15,604 | +9.9% | 0.08% | +14.7% |
| Q2 2020 | $2,870,000 | +55.8% | 14,200 | +20.8% | 0.07% | +28.3% |
| Q1 2020 | $1,842,000 | -16.1% | 11,755 | -2.4% | 0.05% | +6.0% |
| Q4 2019 | $2,195,000 | +51.2% | 12,049 | +38.0% | 0.05% | +42.9% |
| Q3 2019 | $1,452,000 | +8.1% | 8,734 | +6.2% | 0.04% | +9.4% |
| Q2 2019 | $1,343,000 | +3.2% | 8,223 | -1.1% | 0.03% | +3.2% |
| Q1 2019 | $1,301,000 | -5.3% | 8,317 | -18.7% | 0.03% | -20.5% |
| Q4 2018 | $1,374,000 | -7.8% | 10,227 | +10.4% | 0.04% | +5.4% |
| Q3 2018 | $1,491,000 | +10.4% | 9,260 | +2.8% | 0.04% | +2.8% |
| Q2 2018 | $1,350,000 | +48.0% | 9,009 | +40.2% | 0.04% | +38.5% |
| Q1 2018 | $912,000 | -6.9% | 6,428 | -7.8% | 0.03% | -3.7% |
| Q4 2017 | $980,000 | +4.7% | 6,974 | -1.1% | 0.03% | 0.0% |
| Q3 2017 | $936,000 | -6.0% | 7,055 | -10.0% | 0.03% | -12.9% |
| Q2 2017 | $996,000 | +19.1% | 7,836 | +14.1% | 0.03% | +19.2% |
| Q1 2017 | $836,000 | +26.5% | 6,867 | +15.8% | 0.03% | +18.2% |
| Q4 2016 | $661,000 | -16.8% | 5,930 | -16.2% | 0.02% | -15.4% |
| Q3 2016 | $794,000 | +15.7% | 7,076 | +10.5% | 0.03% | +8.3% |
| Q2 2016 | $686,000 | +4.6% | 6,404 | +3.9% | 0.02% | 0.0% |
| Q1 2016 | $656,000 | +6.8% | 6,161 | +6.8% | 0.02% | +9.1% |
| Q4 2015 | $614,000 | -6.0% | 5,771 | -11.4% | 0.02% | -12.0% |
| Q3 2015 | $653,000 | – | 6,516 | – | 0.02% | – |
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% |