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 2020 | $14,480,000 | +9.8% | 57,156 | -1.3% | 1.26% | -3.4% |
| Q3 2020 | $13,186,000 | +9.8% | 57,934 | -2.5% | 1.31% | +2.0% |
| Q2 2020 | $12,007,000 | +29.0% | 59,412 | +0.0% | 1.28% | +20.0% |
| Q1 2020 | $9,308,000 | -14.5% | 59,403 | -0.6% | 1.07% | +7.0% |
| Q4 2019 | $10,884,000 | +8.7% | 59,744 | -0.8% | 1.00% | +1.6% |
| Q3 2019 | $10,013,000 | +0.3% | 60,216 | -1.5% | 0.98% | -0.1% |
| Q2 2019 | $9,984,000 | +3.9% | 61,104 | -0.5% | 0.98% | +5.9% |
| Q1 2019 | $9,605,000 | +9.6% | 61,402 | -5.9% | 0.93% | -5.8% |
| Q4 2018 | $8,761,000 | -19.8% | 65,219 | -3.9% | 0.98% | -11.3% |
| Q3 2018 | $10,929,000 | +7.3% | 67,863 | -0.2% | 1.11% | +0.9% |
| Q2 2018 | $10,185,000 | +4.5% | 67,989 | -7.4% | 1.10% | -8.7% |
| Q1 2018 | $9,747,000 | -2.6% | 73,422 | +3.1% | 1.20% | +2.6% |
| Q4 2017 | $10,011,000 | +2.7% | 71,180 | -3.1% | 1.17% | -2.6% |
| Q3 2017 | $9,747,000 | +1.5% | 73,422 | -2.9% | 1.20% | -3.2% |
| Q2 2017 | $9,605,000 | +3.7% | 75,605 | -0.7% | 1.24% | -1.0% |
| Q1 2017 | $9,265,000 | +4.0% | 76,158 | -4.7% | 1.26% | -5.3% |
| Q4 2016 | $8,912,000 | -0.8% | 79,939 | -0.1% | 1.33% | -5.0% |
| Q3 2016 | $8,982,000 | +10.1% | 79,992 | +5.1% | 1.40% | +6.0% |
| Q2 2016 | $8,160,000 | -1.4% | 76,120 | -2.1% | 1.32% | -3.8% |
| Q1 2016 | $8,279,000 | -2.2% | 77,772 | -2.2% | 1.37% | -6.4% |
| Q4 2015 | $8,461,000 | +3.2% | 79,530 | -2.7% | 1.46% | -4.3% |
| Q3 2015 | $8,197,000 | -6.7% | 81,728 | -0.5% | 1.53% | -5.4% |
| Q2 2015 | $8,790,000 | +2.2% | 82,113 | -0.2% | 1.62% | +3.0% |
| Q1 2015 | $8,603,000 | -1.6% | 82,242 | -1.8% | 1.57% | -50.5% |
| Q4 2014 | $8,741,000 | +5.3% | 83,735 | +0.5% | 3.17% | -10.3% |
| Q3 2014 | $8,304,000 | -2.7% | 83,315 | -3.5% | 3.54% | -3.0% |
| Q2 2014 | $8,536,000 | +6.1% | 86,306 | +0.3% | 3.65% | -3.9% |
| Q1 2014 | $8,046,000 | +1.8% | 86,068 | +1.3% | 3.80% | -19.5% |
| Q4 2013 | $7,906,000 | – | 84,962 | – | 4.72% | – |
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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% |