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 | $1,753,926 | -2.0% | 6,199 | +1.6% | 0.16% | +1.2% |
| Q2 2023 | $1,788,919 | +29.1% | 6,100 | +9.8% | 0.16% | +8.1% |
| Q1 2023 | $1,385,493 | -55.4% | 5,554 | -60.3% | 0.15% | -70.9% |
| Q4 2022 | $3,107,098 | +350.3% | 13,973 | +345.6% | 0.51% | +74.7% |
| Q3 2022 | $690,000 | -4.8% | 3,136 | -0.8% | 0.29% | -7.3% |
| Q2 2022 | $725,000 | -14.3% | 3,161 | +0.8% | 0.32% | -4.0% |
| Q1 2022 | $846,000 | -8.6% | 3,136 | -2.6% | 0.33% | -15.0% |
| Q4 2021 | $926,000 | -4.3% | 3,221 | -0.4% | 0.39% | +5.7% |
| Q3 2021 | $968,000 | +0.8% | 3,234 | -1.2% | 0.37% | +0.8% |
| Q2 2021 | $960,000 | +10.3% | 3,274 | +0.1% | 0.36% | -2.4% |
| Q1 2021 | $870,000 | -12.2% | 3,270 | -15.2% | 0.37% | -18.4% |
| Q4 2020 | $991,000 | -3.3% | 3,857 | -12.7% | 0.46% | -16.6% |
| Q3 2020 | $1,025,000 | +7.8% | 4,418 | -3.4% | 0.55% | -5.5% |
| Q2 2020 | $951,000 | +15.6% | 4,572 | -4.9% | 0.58% | -5.5% |
| Q1 2020 | $823,000 | -11.6% | 4,807 | -2.4% | 0.61% | +0.7% |
| Q4 2019 | $931,000 | +14.2% | 4,926 | -1.5% | 0.61% | -9.6% |
| Q3 2019 | $815,000 | +0.6% | 5,003 | +2.9% | 0.67% | -13.1% |
| Q2 2019 | $810,000 | +4.7% | 4,862 | 0.0% | 0.78% | -6.7% |
| Q1 2019 | $774,000 | +15.0% | 4,862 | -3.0% | 0.83% | -6.6% |
| Q4 2018 | $673,000 | – | 5,013 | – | 0.89% | – |
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% |