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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $657,000 | +186.9% | 2,291 | +189.6% | 0.03% | +36.8% |
| Q3 2021 | $229,000 | -65.1% | 791 | -65.5% | 0.02% | -66.1% |
| Q2 2021 | $657,000 | -79.5% | 2,291 | -81.7% | 0.06% | -84.7% |
| Q1 2021 | $3,212,000 | -0.3% | 12,497 | -1.7% | 0.37% | +6.1% |
| Q4 2020 | $3,221,000 | +20.4% | 12,714 | +8.1% | 0.35% | -13.5% |
| Q3 2020 | $2,676,000 | +12.9% | 11,757 | +0.3% | 0.40% | +6.1% |
| Q2 2020 | $2,370,000 | -43.2% | 11,727 | -48.8% | 0.38% | -53.1% |
| Q4 2019 | $4,174,000 | +9.6% | 22,911 | +0.0% | 0.80% | +4.4% |
| Q3 2019 | $3,809,000 | -86.7% | 22,909 | +31.6% | 0.77% | +39.0% |
| Q2 2019 | $28,736,000 | +1753.9% | 17,409 | +75.7% | 0.55% | +88.4% |
| Q1 2019 | $1,550,000 | – | 9,911 | – | 0.29% | – |
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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% |