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 | $873,843 | -3.8% | 3,209 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $908,019 | -13.5% | 3,209 | -23.8% | 0.10% | -17.9% |
| Q1 2023 | $1,049,893 | +17.7% | 4,209 | +0.6% | 0.12% | +12.8% |
| Q4 2022 | $891,865 | -0.4% | 4,185 | 0.0% | 0.11% | -9.9% |
| Q3 2022 | $895,000 | -5.9% | 4,185 | -1.9% | 0.12% | -9.7% |
| Q2 2022 | $951,000 | -24.2% | 4,268 | -2.2% | 0.13% | -10.1% |
| Q1 2022 | $1,255,000 | -19.3% | 4,365 | -10.0% | 0.15% | -14.4% |
| Q4 2021 | $1,556,000 | +158.9% | 4,849 | +134.0% | 0.17% | +135.1% |
| Q3 2021 | $601,000 | +6.7% | 2,072 | +5.6% | 0.07% | +7.2% |
| Q2 2021 | $563,000 | +11.7% | 1,962 | 0.0% | 0.07% | +4.5% |
| Q1 2021 | $504,000 | +109.1% | 1,962 | +106.1% | 0.07% | +100.0% |
| Q4 2020 | $241,000 | – | 952 | – | 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% |