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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $60,000 | -22.1% | 268 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $77,000 | -36.9% | 268 | -29.5% | 0.01% | -35.7% |
| Q4 2021 | $122,000 | -14.7% | 380 | -23.1% | 0.01% | -17.6% |
| Q3 2021 | $143,000 | -4.7% | 494 | -5.7% | 0.02% | -5.6% |
| Q2 2021 | $150,000 | +11.1% | 524 | 0.0% | 0.02% | +5.9% |
| Q1 2021 | $135,000 | -52.6% | 524 | -53.3% | 0.02% | -55.3% |
| Q4 2020 | $285,000 | +11.8% | 1,123 | +0.3% | 0.04% | +2.7% |
| Q3 2020 | $255,000 | +8.5% | 1,120 | -3.8% | 0.04% | 0.0% |
| Q2 2020 | $235,000 | +22.4% | 1,164 | -4.9% | 0.04% | +2.8% |
| Q1 2020 | $192,000 | -15.8% | 1,224 | -2.0% | 0.04% | +2.9% |
| Q4 2019 | $228,000 | +16.9% | 1,249 | +6.4% | 0.04% | +25.0% |
| Q3 2019 | $195,000 | +1.6% | 1,174 | 0.0% | 0.03% | -3.4% |
| Q2 2019 | $192,000 | +61.3% | 1,174 | +54.9% | 0.03% | +61.1% |
| Q1 2019 | $119,000 | +13.3% | 758 | -2.3% | 0.02% | 0.0% |
| Q4 2018 | $105,000 | -16.0% | 776 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $125,000 | +7.8% | 776 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $116,000 | -8.7% | 776 | -13.4% | 0.02% | -18.2% |
| Q1 2018 | $127,000 | -24.9% | 896 | -25.3% | 0.02% | -18.5% |
| Q4 2017 | $169,000 | – | 1,200 | – | 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% |