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 | $12,349,208 | +11.2% | 45,350 | +15.6% | 0.84% | +13.7% |
| Q2 2023 | $11,104,229 | +10.2% | 39,243 | -2.8% | 0.74% | +2.6% |
| Q1 2023 | $10,074,696 | +46.9% | 40,389 | +25.5% | 0.72% | +37.1% |
| Q4 2022 | $6,856,405 | +53.1% | 32,173 | +53.7% | 0.53% | +36.4% |
| Q3 2022 | $4,479,000 | +2.7% | 20,936 | +7.0% | 0.39% | +5.7% |
| Q2 2022 | $4,360,000 | +12.9% | 19,561 | +36.7% | 0.37% | +28.9% |
| Q1 2022 | $3,861,000 | -24.0% | 14,311 | -9.5% | 0.28% | -18.6% |
| Q4 2021 | $5,077,000 | +7.0% | 15,821 | -3.2% | 0.35% | -2.5% |
| Q3 2021 | $4,745,000 | +48.0% | 16,352 | +46.3% | 0.36% | +43.8% |
| Q2 2021 | $3,206,000 | +37.2% | 11,178 | +23.0% | 0.25% | +21.5% |
| Q1 2021 | $2,336,000 | +49.1% | 9,088 | +46.9% | 0.20% | +34.0% |
| Q4 2020 | $1,567,000 | +124.8% | 6,187 | +101.9% | 0.15% | +68.1% |
| Q3 2020 | $697,000 | +85.4% | 3,064 | +64.6% | 0.09% | +68.5% |
| Q2 2020 | $376,000 | – | 1,862 | – | 0.05% | – |
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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% |