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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $359,000 | +14.0% | 1,398 | +12.6% | 0.03% | +7.7% |
| Q4 2020 | $315,000 | +11.3% | 1,242 | 0.0% | 0.03% | -3.7% |
| Q3 2020 | $283,000 | +12.7% | 1,242 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $251,000 | +24.9% | 1,242 | -3.2% | 0.03% | +3.8% |
| Q1 2020 | $201,000 | -13.4% | 1,283 | +0.9% | 0.03% | +8.3% |
| Q4 2019 | $232,000 | -1.7% | 1,271 | -10.4% | 0.02% | -11.1% |
| Q3 2019 | $236,000 | -8.5% | 1,418 | -10.0% | 0.03% | -6.9% |
| Q2 2019 | $258,000 | – | 1,576 | – | 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% |