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 | $13,112 | +13.5% | 48,149 | +17.9% | 0.33% | +20.7% |
Q2 2023 | $11,557 | +50.5% | 40,842 | +32.7% | 0.28% | +38.7% |
Q1 2023 | $7,680 | +25.8% | 30,789 | +7.5% | 0.20% | +19.9% |
Q4 2022 | $6,106 | -99.9% | 28,650 | +33.2% | 0.17% | +26.7% |
Q3 2022 | $4,890,000 | +306.8% | 21,515 | +298.9% | 0.13% | +254.1% |
Q2 2022 | $1,202,000 | +10.3% | 5,393 | +42.4% | 0.04% | +23.3% |
Q1 2022 | $1,090,000 | -10.8% | 3,788 | -0.5% | 0.03% | -9.1% |
Q4 2021 | $1,222,000 | +31.0% | 3,808 | +18.4% | 0.03% | +17.9% |
Q3 2021 | $933,000 | +7.0% | 3,215 | +5.8% | 0.03% | 0.0% |
Q2 2021 | $872,000 | +36.2% | 3,039 | +22.0% | 0.03% | +27.3% |
Q1 2021 | $640,000 | +9.8% | 2,492 | +8.2% | 0.02% | 0.0% |
Q4 2020 | $583,000 | +151.3% | 2,303 | +126.0% | 0.02% | +100.0% |
Q3 2020 | $232,000 | +4.5% | 1,019 | -7.1% | 0.01% | 0.0% |
Q2 2020 | $222,000 | +6.2% | 1,097 | -17.6% | 0.01% | -15.4% |
Q1 2020 | $209,000 | -7.5% | 1,331 | +7.3% | 0.01% | +18.2% |
Q4 2019 | $226,000 | – | 1,241 | – | 0.01% | – |
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% |