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 | $354,820 | +21.2% | 1,303 | +25.9% | 0.06% | +75.0% |
| Q2 2023 | $292,864 | -3.3% | 1,035 | -1.0% | 0.03% | -25.6% |
| Q3 2021 | $303,000 | 0.0% | 1,045 | -0.9% | 0.04% | +2.4% |
| Q2 2021 | $303,000 | +6.7% | 1,055 | -4.5% | 0.04% | -6.7% |
| Q1 2021 | $284,000 | -27.2% | 1,105 | -28.2% | 0.04% | -33.8% |
| Q4 2020 | $390,000 | +8.9% | 1,540 | -2.0% | 0.07% | -6.8% |
| Q3 2020 | $358,000 | +9.1% | 1,572 | -3.1% | 0.07% | +1.4% |
| Q2 2020 | $328,000 | +33.9% | 1,622 | +3.8% | 0.07% | +30.9% |
| Q1 2020 | $245,000 | -30.4% | 1,562 | -53.6% | 0.06% | +5.8% |
| Q4 2014 | $352,000 | – | 3,367 | – | 0.05% | – |
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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% |