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 2021 | $10,307,000 | +17.5% | 35,936 | +5.3% | 0.62% | +8.3% |
| Q1 2021 | $8,772,000 | +2.5% | 34,128 | +1.1% | 0.58% | -4.0% |
| Q4 2020 | $8,556,000 | +144.7% | 33,771 | +119.8% | 0.60% | +119.3% |
| Q3 2020 | $3,496,000 | +1.2% | 15,361 | -10.1% | 0.27% | -10.5% |
| Q2 2020 | $3,454,000 | +41.1% | 17,091 | +9.4% | 0.31% | +218.8% |
| Q1 2020 | $2,448,000 | -53.4% | 15,625 | -45.8% | 0.10% | -79.6% |
| Q4 2019 | $5,250,000 | +13.2% | 28,820 | +3.3% | 0.47% | +3.1% |
| Q3 2019 | $4,639,000 | +5.1% | 27,896 | +3.3% | 0.46% | +1.8% |
| Q2 2019 | $4,413,000 | +15.9% | 27,012 | +11.0% | 0.45% | +8.2% |
| Q1 2019 | $3,807,000 | +20.2% | 24,341 | +3.2% | 0.41% | -1.7% |
| Q4 2018 | $3,168,000 | -12.4% | 23,585 | +5.0% | 0.42% | +14.4% |
| Q3 2018 | $3,618,000 | +28.8% | 22,466 | +19.9% | 0.37% | +21.9% |
| Q2 2018 | $2,808,000 | +19.4% | 18,742 | +13.1% | 0.30% | +16.6% |
| Q1 2018 | $2,351,000 | +143.6% | 16,571 | +141.4% | 0.26% | +142.1% |
| Q4 2017 | $965,000 | +121.3% | 6,864 | +100.2% | 0.11% | +91.1% |
| Q3 2017 | $436,000 | 0.0% | 3,429 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $436,000 | – | 3,429 | – | 0.06% | – |
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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% |