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 | $4,267,000 | +31.3% | 16,843 | +17.9% | 1.26% | +15.9% |
| Q3 2020 | $3,251,000 | +73.9% | 14,284 | +54.5% | 1.08% | +61.8% |
| Q2 2020 | $1,869,000 | +296.8% | 9,247 | +207.7% | 0.67% | +208.8% |
| Q1 2020 | $471,000 | -20.0% | 3,005 | -7.1% | 0.22% | -5.7% |
| Q4 2019 | $589,000 | +6.5% | 3,233 | -2.7% | 0.23% | -5.3% |
| Q3 2019 | $553,000 | +2.2% | 3,324 | +0.3% | 0.24% | -2.8% |
| Q2 2019 | $541,000 | -3.4% | 3,313 | -7.5% | 0.25% | -10.4% |
| Q1 2019 | $560,000 | +11.3% | 3,583 | -4.3% | 0.28% | -6.1% |
| Q4 2018 | $503,000 | -21.5% | 3,744 | -6.0% | 0.30% | -14.2% |
| Q3 2018 | $641,000 | -0.9% | 3,983 | -7.8% | 0.35% | -11.3% |
| Q2 2018 | $647,000 | -1.4% | 4,318 | -6.6% | 0.39% | -5.3% |
| Q1 2018 | $656,000 | -8.5% | 4,622 | -9.3% | 0.41% | -5.7% |
| Q4 2017 | $717,000 | -1.8% | 5,097 | -7.3% | 0.44% | -7.8% |
| Q3 2017 | $730,000 | +13.9% | 5,497 | +9.0% | 0.47% | +30.9% |
| Q2 2017 | $641,000 | -12.7% | 5,045 | -16.4% | 0.36% | -20.1% |
| Q1 2017 | $734,000 | +24.4% | 6,033 | +14.0% | 0.45% | +13.8% |
| Q4 2016 | $590,000 | +94.1% | 5,293 | +95.6% | 0.40% | +80.9% |
| Q3 2016 | $304,000 | +153.3% | 2,706 | +139.0% | 0.22% | +165.1% |
| Q4 2015 | $120,000 | +5.3% | 1,132 | 0.0% | 0.08% | -5.7% |
| Q3 2015 | $114,000 | -5.8% | 1,132 | 0.0% | 0.09% | +12.8% |
| Q2 2015 | $121,000 | +2.5% | 1,132 | 0.0% | 0.08% | +5.4% |
| Q1 2015 | $118,000 | 0.0% | 1,132 | 0.0% | 0.07% | -8.6% |
| Q4 2014 | $118,000 | – | 1,132 | – | 0.08% | – |
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% |