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 | $3,145,835 | -9.3% | 11,552 | -5.7% | 0.14% | -2.2% |
| Q2 2023 | $3,466,940 | +10.6% | 12,252 | -2.5% | 0.14% | +9.4% |
| Q1 2023 | $3,135,312 | +114662.5% | 12,569 | -2.0% | 0.13% | +7.6% |
| Q4 2022 | $2,732 | -99.9% | 12,819 | -11.0% | 0.12% | -17.5% |
| Q3 2022 | $3,083,000 | -3.4% | 14,410 | +0.6% | 0.14% | +2.9% |
| Q2 2022 | $3,193,000 | -24.8% | 14,326 | -3.0% | 0.14% | -10.3% |
| Q1 2022 | $4,247,000 | -7.7% | 14,769 | +3.0% | 0.16% | -3.1% |
| Q4 2021 | $4,599,000 | +16.5% | 14,332 | +5.3% | 0.16% | +1.9% |
| Q3 2021 | $3,949,000 | +7.7% | 13,608 | +6.5% | 0.16% | +6.1% |
| Q2 2021 | $3,666,000 | +16.7% | 12,782 | +4.6% | 0.15% | +6.5% |
| Q1 2021 | $3,141,000 | +31.3% | 12,222 | +29.4% | 0.14% | +20.9% |
| Q4 2020 | $2,392,000 | +83.2% | 9,444 | +64.6% | 0.12% | +59.7% |
| Q3 2020 | $1,306,000 | +32.6% | 5,738 | +17.7% | 0.07% | +30.9% |
| Q2 2020 | $985,000 | +37.2% | 4,874 | +6.4% | 0.06% | +14.6% |
| Q1 2020 | $718,000 | -13.9% | 4,581 | 0.0% | 0.05% | +6.7% |
| Q4 2019 | $834,000 | +36.9% | 4,581 | +25.0% | 0.04% | +28.6% |
| Q3 2019 | $609,000 | – | 3,664 | – | 0.04% | – |
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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% |