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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $273,000 | +10.5% | 850 | 0.0% | 0.15% | +2.7% |
| Q3 2021 | $247,000 | -2.0% | 850 | -3.4% | 0.15% | 0.0% |
| Q2 2021 | $252,000 | +11.5% | 880 | 0.0% | 0.15% | +5.0% |
| Q1 2021 | $226,000 | +85.2% | 880 | +83.3% | 0.14% | +90.5% |
| Q4 2020 | $122,000 | -59.7% | 480 | -68.0% | 0.07% | -65.4% |
| Q2 2020 | $303,000 | 0.0% | 1,500 | -22.5% | 0.21% | -13.7% |
| Q1 2020 | $303,000 | -9.3% | 1,935 | +5.4% | 0.25% | +18.1% |
| Q4 2019 | $334,000 | +9.5% | 1,835 | 0.0% | 0.21% | +1.4% |
| Q3 2019 | $305,000 | +1.7% | 1,835 | 0.0% | 0.21% | +1.0% |
| Q2 2019 | $300,000 | +4.5% | 1,835 | 0.0% | 0.20% | +2.0% |
| Q1 2019 | $287,000 | +16.7% | 1,835 | 0.0% | 0.20% | +1.5% |
| Q4 2018 | $246,000 | -16.9% | 1,835 | 0.0% | 0.20% | 0.0% |
| Q3 2018 | $296,000 | +7.6% | 1,835 | 0.0% | 0.20% | -6.2% |
| Q2 2018 | $275,000 | +5.8% | 1,835 | 0.0% | 0.21% | +5.0% |
| Q1 2018 | $260,000 | +0.8% | 1,835 | 0.0% | 0.20% | +4.7% |
| Q4 2017 | $258,000 | -5.1% | 1,835 | -10.5% | 0.19% | -10.7% |
| Q3 2017 | $272,000 | -12.5% | 2,050 | -16.3% | 0.22% | -15.7% |
| Q2 2017 | $311,000 | +4.4% | 2,450 | 0.0% | 0.26% | +2.4% |
| Q1 2017 | $298,000 | +9.2% | 2,450 | 0.0% | 0.25% | +1.2% |
| Q4 2016 | $273,000 | -0.7% | 2,450 | 0.0% | 0.25% | -3.5% |
| Q3 2016 | $275,000 | +4.6% | 2,450 | 0.0% | 0.26% | +2.0% |
| Q2 2016 | $263,000 | +0.8% | 2,450 | 0.0% | 0.25% | -1.2% |
| Q1 2016 | $261,000 | 0.0% | 2,450 | 0.0% | 0.25% | -1.6% |
| Q4 2015 | $261,000 | +6.1% | 2,450 | 0.0% | 0.26% | +0.8% |
| Q3 2015 | $246,000 | -6.1% | 2,450 | 0.0% | 0.26% | +3.7% |
| Q2 2015 | $262,000 | +2.3% | 2,450 | 0.0% | 0.25% | +4.2% |
| Q1 2015 | $256,000 | 0.0% | 2,450 | 0.0% | 0.24% | +0.9% |
| Q4 2014 | $256,000 | +4.9% | 2,450 | 0.0% | 0.23% | +1.3% |
| Q3 2014 | $244,000 | +0.8% | 2,450 | 0.0% | 0.23% | +2.2% |
| Q2 2014 | $242,000 | +5.7% | 2,450 | 0.0% | 0.23% | +2.3% |
| Q1 2014 | $229,000 | +0.4% | 2,450 | 0.0% | 0.22% | 0.0% |
| Q4 2013 | $228,000 | – | 2,450 | – | 0.22% | – |
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% |