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 | $2,302,000 | -23.1% | 10,333 | -0.8% | 0.16% | -13.4% |
| Q1 2022 | $2,995,000 | -11.3% | 10,417 | -1.0% | 0.19% | -8.3% |
| Q4 2021 | $3,376,000 | +19.5% | 10,519 | +8.0% | 0.20% | +6.8% |
| Q3 2021 | $2,825,000 | +4.0% | 9,737 | +2.8% | 0.19% | +6.7% |
| Q2 2021 | $2,717,000 | +16.9% | 9,473 | +4.6% | 0.18% | +7.8% |
| Q1 2021 | $2,325,000 | +0.3% | 9,053 | -1.0% | 0.17% | -4.6% |
| Q4 2020 | $2,317,000 | +457.0% | 9,141 | +399.8% | 0.17% | +383.3% |
| Q3 2020 | $416,000 | +42.5% | 1,829 | +26.7% | 0.04% | +33.3% |
| Q2 2020 | $292,000 | +24.8% | 1,444 | -3.5% | 0.03% | -3.6% |
| Q1 2020 | $234,000 | -20.4% | 1,497 | -3.7% | 0.03% | -6.7% |
| Q4 2019 | $294,000 | +14.0% | 1,554 | 0.0% | 0.03% | -3.2% |
| Q3 2019 | $258,000 | – | 1,554 | – | 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% |