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 | $25,394 | -3.6% | 93 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $26,351 | +13.6% | 93 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $23,195 | +17.3% | 93 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $19,781 | +4.1% | 93 | +6.9% | 0.01% | 0.0% |
| Q3 2022 | $19,000 | +11.8% | 87 | +14.5% | 0.01% | +25.0% |
| Q2 2022 | $17,000 | -10.5% | 76 | +15.2% | 0.00% | 0.0% |
| Q1 2022 | $19,000 | +18.8% | 66 | +29.4% | 0.00% | +33.3% |
| Q4 2021 | $16,000 | +6.7% | 51 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | +15.4% | 51 | +15.9% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +18.2% | 44 | +4.8% | 0.00% | +50.0% |
| Q1 2021 | $11,000 | +175.0% | 42 | +162.5% | 0.00% | +100.0% |
| Q4 2020 | $4,000 | – | 16 | – | 0.00% | – |
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% |