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 | $1,387,004 | -5.4% | 5,099 | -1.6% | 0.31% | -1.6% |
| Q2 2023 | $1,466,720 | +8.3% | 5,183 | -4.6% | 0.32% | -5.1% |
| Q1 2023 | $1,354,819 | +6.1% | 5,431 | -9.3% | 0.33% | -4.3% |
| Q4 2022 | $1,276,825 | -1.8% | 5,991 | -1.4% | 0.35% | -4.1% |
| Q3 2022 | $1,300,000 | -11.4% | 6,074 | -7.8% | 0.36% | -9.9% |
| Q2 2022 | $1,467,000 | -42.1% | 6,586 | -25.1% | 0.40% | -30.2% |
| Q1 2022 | $2,535,000 | +8.1% | 8,798 | +19.6% | 0.58% | +5.3% |
| Q4 2021 | $2,346,000 | -37.2% | 7,359 | -42.8% | 0.55% | +37.8% |
| Q3 2021 | $3,736,000 | +166.1% | 12,876 | +163.0% | 0.40% | +1.0% |
| Q2 2021 | $1,404,000 | +67.7% | 4,896 | +50.2% | 0.40% | +47.9% |
| Q1 2021 | $837,000 | +84.8% | 3,260 | +81.9% | 0.27% | +59.9% |
| Q4 2020 | $453,000 | +11.0% | 1,792 | 0.0% | 0.17% | -2.9% |
| Q3 2020 | $408,000 | +41.2% | 1,792 | +25.1% | 0.17% | +22.9% |
| Q2 2020 | $289,000 | – | 1,432 | – | 0.14% | – |
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% |