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 | $639,656 | -3.8% | 2,349 | 0.0% | 0.14% | +13.4% |
| Q2 2023 | $664,673 | +11.5% | 2,349 | -1.8% | 0.12% | +0.8% |
| Q1 2023 | $596,321 | -24.4% | 2,391 | -35.4% | 0.12% | -32.6% |
| Q4 2022 | $788,507 | -0.4% | 3,700 | 0.0% | 0.18% | -11.6% |
| Q3 2022 | $792,000 | -4.0% | 3,700 | 0.0% | 0.20% | +4.2% |
| Q2 2022 | $825,000 | -22.5% | 3,700 | 0.0% | 0.19% | -2.6% |
| Q1 2022 | $1,065,000 | -11.0% | 3,700 | -0.8% | 0.20% | -46.1% |
| Q4 2021 | $1,197,000 | -12.2% | 3,728 | -20.6% | 0.36% | -53.5% |
| Q3 2021 | $1,364,000 | +28.6% | 4,698 | +27.0% | 0.78% | +212.9% |
| Q2 2021 | $1,061,000 | +11.6% | 3,700 | 0.0% | 0.25% | -15.3% |
| Q1 2021 | $951,000 | +1.5% | 3,700 | 0.0% | 0.29% | +7.3% |
| Q4 2020 | $937,000 | +5.3% | 3,700 | -5.4% | 0.27% | +17.6% |
| Q3 2020 | $890,000 | +7.6% | 3,910 | -4.5% | 0.23% | -3.3% |
| Q2 2020 | $827,000 | +39.0% | 4,093 | +4.7% | 0.24% | +25.5% |
| Q1 2020 | $595,000 | -16.4% | 3,910 | 0.0% | 0.19% | +17.1% |
| Q4 2019 | $712,000 | +9.4% | 3,910 | 0.0% | 0.16% | -54.4% |
| Q3 2019 | $651,000 | +1.9% | 3,910 | 0.0% | 0.36% | +7.5% |
| Q2 2019 | $639,000 | +4.6% | 3,910 | 0.0% | 0.34% | -28.4% |
| Q1 2019 | $611,000 | +16.6% | 3,910 | 0.0% | 0.47% | +23.5% |
| Q4 2018 | $524,000 | -16.8% | 3,910 | 0.0% | 0.38% | -4.8% |
| Q3 2018 | $630,000 | +64.5% | 3,910 | +52.8% | 0.40% | +31.8% |
| Q2 2018 | $383,000 | +5.5% | 2,559 | 0.0% | 0.30% | +9.4% |
| Q1 2018 | $363,000 | +0.8% | 2,559 | 0.0% | 0.28% | -7.4% |
| Q4 2017 | $360,000 | – | 2,559 | – | 0.30% | – |
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% |