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 | $585,739 | -9.0% | 2,151 | -5.5% | 0.03% | -5.7% |
| Q2 2023 | $644,017 | +13.4% | 2,276 | 0.0% | 0.04% | +6.1% |
| Q1 2023 | $567,726 | -21.4% | 2,276 | -32.9% | 0.03% | -26.7% |
| Q4 2022 | $722,656 | -0.7% | 3,391 | -0.4% | 0.04% | -6.2% |
| Q3 2022 | $728,000 | -28.6% | 3,403 | -25.6% | 0.05% | -22.6% |
| Q2 2022 | $1,019,000 | -23.7% | 4,574 | -1.5% | 0.06% | -11.4% |
| Q1 2022 | $1,335,000 | -10.2% | 4,643 | +0.3% | 0.07% | -6.7% |
| Q4 2021 | $1,486,000 | +11.5% | 4,630 | +0.8% | 0.08% | 0.0% |
| Q3 2021 | $1,333,000 | -1.2% | 4,595 | -2.3% | 0.08% | -3.8% |
| Q2 2021 | $1,349,000 | -5.8% | 4,702 | -15.6% | 0.08% | -17.9% |
| Q1 2021 | $1,432,000 | +9.0% | 5,571 | +7.4% | 0.10% | +1.1% |
| Q4 2020 | $1,314,000 | +76.9% | 5,185 | +58.9% | 0.09% | +62.1% |
| Q3 2020 | $743,000 | +97.1% | 3,263 | +74.8% | 0.06% | +81.2% |
| Q2 2020 | $377,000 | +41.2% | 1,867 | +9.4% | 0.03% | +18.5% |
| Q1 2020 | $267,000 | – | 1,707 | – | 0.03% | – |
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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% |