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 | $776,980 | +2.6% | 2,853 | +6.6% | 0.10% | +5.6% |
| Q2 2023 | $757,435 | +40.9% | 2,677 | +24.2% | 0.09% | +34.3% |
| Q1 2023 | $537,623 | +71.2% | 2,155 | +47.0% | 0.07% | +48.9% |
| Q3 2022 | $314,000 | -7.1% | 1,466 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $338,000 | -19.9% | 1,466 | -8.9% | 0.04% | -13.5% |
| Q1 2022 | $422,000 | -44.7% | 1,609 | -32.3% | 0.05% | -40.2% |
| Q4 2021 | $763,000 | +24.5% | 2,377 | +12.5% | 0.09% | +6.1% |
| Q3 2021 | $613,000 | -3.2% | 2,113 | 0.0% | 0.08% | -11.8% |
| Q2 2021 | $633,000 | +25.3% | 2,113 | +7.6% | 0.09% | +13.4% |
| Q1 2021 | $505,000 | 0.0% | 1,963 | +0.6% | 0.08% | -5.7% |
| Q4 2020 | $505,000 | +31.9% | 1,952 | +15.9% | 0.09% | +13.0% |
| Q3 2020 | $383,000 | +20.8% | 1,684 | +7.3% | 0.08% | 0.0% |
| Q2 2020 | $317,000 | +29.4% | 1,569 | +0.1% | 0.08% | +35.1% |
| Q1 2020 | $245,000 | -14.0% | 1,567 | +0.2% | 0.06% | -1.7% |
| Q4 2019 | $285,000 | – | 1,564 | – | 0.06% | – |
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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% |