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 | $259,784 | -5.7% | 954 | -2.1% | 0.04% | 0.0% |
| Q2 2023 | $275,603 | +0.5% | 974 | -11.4% | 0.04% | -7.1% |
| Q1 2023 | $274,135 | +17.0% | 1,099 | 0.0% | 0.04% | +5.0% |
| Q4 2022 | $234,208 | +12.1% | 1,099 | +12.3% | 0.04% | +5.3% |
| Q3 2022 | $209,000 | -4.1% | 979 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $218,000 | -22.7% | 979 | 0.0% | 0.04% | -9.3% |
| Q1 2022 | $282,000 | -10.2% | 979 | 0.0% | 0.04% | -4.4% |
| Q4 2021 | $314,000 | +7.9% | 979 | -2.5% | 0.04% | -4.3% |
| Q3 2021 | $291,000 | +1.0% | 1,004 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $288,000 | +11.6% | 1,004 | 0.0% | 0.05% | +4.4% |
| Q1 2021 | $258,000 | +1.6% | 1,004 | 0.0% | 0.04% | -8.2% |
| Q4 2020 | $254,000 | +10.9% | 1,004 | 0.0% | 0.05% | -5.8% |
| Q3 2020 | $229,000 | +12.8% | 1,004 | 0.0% | 0.05% | +6.1% |
| Q2 2020 | $203,000 | -49.4% | 1,004 | -59.7% | 0.05% | -46.7% |
| Q3 2018 | $401,000 | -1.7% | 2,492 | -19.0% | 0.09% | -17.1% |
| Q3 2017 | $408,000 | – | 3,075 | – | 0.11% | – |
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% |