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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $848 | +73.1% | 3,400 | +47.8% | 0.00% | 0.0% |
| Q4 2022 | $490 | -100.0% | 2,300 | -62.3% | 0.00% | -50.0% |
| Q3 2022 | $1,305,000 | +125.0% | 6,100 | +134.6% | 0.00% | +100.0% |
| Q2 2022 | $580,000 | -85.4% | 2,600 | -81.0% | 0.00% | -80.0% |
| Q3 2021 | $3,975,000 | +440.8% | 13,700 | +372.4% | 0.01% | +400.0% |
| Q4 2020 | $735,000 | -73.1% | 2,900 | -75.8% | 0.00% | -66.7% |
| Q3 2020 | $2,731,000 | -16.6% | 12,000 | -25.9% | 0.00% | 0.0% |
| Q2 2020 | $3,274,000 | +190.5% | 16,200 | +125.3% | 0.00% | +200.0% |
| Q1 2020 | $1,127,000 | +46.7% | 7,190 | +53.0% | 0.00% | 0.0% |
| Q2 2019 | $768,000 | +8.2% | 4,700 | -0.8% | 0.00% | – |
| Q2 2018 | $710,000 | – | 4,740 | – | 0.00% | – |
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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% |