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 | $451,762 | -3.8% | 1,659 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $469,431 | -30.5% | 1,659 | -38.7% | 0.02% | -33.3% |
| Q1 2023 | $675,234 | +17.2% | 2,707 | +0.1% | 0.03% | +11.1% |
| Q4 2022 | $576,249 | +72.0% | 2,704 | +72.2% | 0.03% | +58.8% |
| Q3 2022 | $335,000 | -4.3% | 1,570 | 0.0% | 0.02% | +6.2% |
| Q2 2022 | $350,000 | -28.6% | 1,570 | -7.8% | 0.02% | -15.8% |
| Q1 2022 | $490,000 | -55.2% | 1,702 | -50.0% | 0.02% | -9.5% |
| Q4 2021 | $1,094,000 | +121.5% | 3,404 | +100.0% | 0.02% | +50.0% |
| Q3 2021 | $494,000 | +1.2% | 1,702 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $488,000 | +11.7% | 1,702 | 0.0% | 0.01% | +7.7% |
| Q1 2021 | $437,000 | +1.4% | 1,702 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $431,000 | +37.7% | 1,702 | +24.1% | 0.01% | +16.7% |
| Q3 2020 | $313,000 | +16.8% | 1,372 | +1.4% | 0.01% | +9.1% |
| Q2 2020 | $268,000 | +29.5% | 1,353 | +2.3% | 0.01% | +10.0% |
| Q1 2020 | $207,000 | -4.2% | 1,322 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $216,000 | +1.4% | 1,322 | 0.0% | 0.01% | +9.1% |
| Q3 2018 | $213,000 | +7.6% | 1,322 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $198,000 | -20.2% | 1,322 | -44.2% | 0.01% | -35.3% |
| Q4 2014 | $248,000 | – | 2,371 | – | 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% |