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 | $2,687,708 | +14.7% | 9,870 | +19.2% | 0.19% | +23.5% |
| Q2 2023 | $2,343,898 | +32.7% | 8,283 | +17.0% | 0.15% | +57.7% |
| Q1 2023 | $1,765,933 | +74.4% | 7,080 | +49.0% | 0.10% | +47.0% |
| Q4 2022 | $1,012,773 | -8.2% | 4,752 | -7.8% | 0.07% | -17.5% |
| Q3 2022 | $1,103,000 | +8.7% | 5,156 | +13.2% | 0.08% | +11.1% |
| Q2 2022 | $1,015,000 | -19.7% | 4,553 | +3.6% | 0.07% | -6.5% |
| Q1 2022 | $1,264,000 | -12.8% | 4,396 | -2.7% | 0.08% | -14.4% |
| Q4 2021 | $1,449,000 | +10.6% | 4,516 | 0.0% | 0.09% | -10.0% |
| Q3 2021 | $1,310,000 | -12.1% | 4,516 | -13.1% | 0.10% | -12.3% |
| Q2 2021 | $1,491,000 | +15.0% | 5,199 | +3.1% | 0.11% | +3.6% |
| Q1 2021 | $1,297,000 | +1.5% | 5,044 | 0.0% | 0.11% | -9.1% |
| Q4 2020 | $1,278,000 | +22.8% | 5,044 | +10.3% | 0.12% | +53.2% |
| Q3 2020 | $1,041,000 | +61.6% | 4,575 | +43.5% | 0.08% | -9.2% |
| Q2 2020 | $644,000 | +143.0% | 3,188 | +88.6% | 0.09% | +102.3% |
| Q1 2020 | $265,000 | -21.4% | 1,690 | -8.7% | 0.04% | -10.4% |
| Q4 2019 | $337,000 | +9.4% | 1,852 | 0.0% | 0.05% | -5.9% |
| Q3 2019 | $308,000 | +26.7% | 1,852 | +24.3% | 0.05% | -10.5% |
| Q2 2019 | $243,000 | +4.3% | 1,490 | 0.0% | 0.06% | +9.6% |
| Q1 2019 | $233,000 | +16.5% | 1,490 | 0.0% | 0.05% | -25.7% |
| Q4 2018 | $200,000 | – | 1,490 | – | 0.07% | – |
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% |