VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,297,013 | -4.1% | 4,763 | -0.3% | 0.04% | -2.7% |
| Q2 2023 | $1,352,266 | +51.1% | 4,779 | +33.2% | 0.04% | +27.6% |
| Q1 2023 | $894,741 | +34.4% | 3,587 | +14.8% | 0.03% | +20.8% |
| Q4 2022 | $665,969 | -2.2% | 3,125 | -1.8% | 0.02% | -7.7% |
| Q3 2022 | $681,000 | -2.7% | 3,183 | +1.3% | 0.03% | 0.0% |
| Q2 2022 | $700,000 | -36.0% | 3,142 | -17.3% | 0.03% | -25.7% |
| Q1 2022 | $1,093,000 | +8.4% | 3,801 | +21.0% | 0.04% | +12.9% |
| Q4 2021 | $1,008,000 | +4.9% | 3,142 | -5.1% | 0.03% | -6.1% |
| Q3 2021 | $961,000 | -3.5% | 3,312 | -4.6% | 0.03% | -2.9% |
| Q2 2021 | $996,000 | +63.8% | 3,472 | +46.9% | 0.03% | +25.9% |
| Q1 2021 | $608,000 | -46.3% | 2,364 | -47.1% | 0.03% | 0.0% |
| Q4 2020 | $1,132,000 | +125.0% | 4,468 | +102.3% | 0.03% | -3.6% |
| Q3 2020 | $503,000 | -41.1% | 2,209 | -47.8% | 0.03% | +12.0% |
| Q2 2020 | $854,000 | +14.2% | 4,228 | -11.5% | 0.02% | -10.7% |
| Q1 2020 | $748,000 | +68.1% | 4,778 | +95.5% | 0.03% | +3.7% |
| Q4 2019 | $445,000 | -15.4% | 2,444 | -22.8% | 0.03% | -27.0% |
| Q3 2019 | $526,000 | +973.5% | 3,165 | +958.5% | 0.04% | +825.0% |
| Q2 2019 | $49,000 | – | 299 | – | 0.00% | – |
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% |