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 2023 | $381,145 | +12.2% | 1,226 | -1.7% | 0.04% | -2.8% |
| Q3 2023 | $339,567 | -3.6% | 1,247 | +0.2% | 0.04% | -5.3% |
| Q2 2023 | $352,410 | +30.4% | 1,245 | +14.9% | 0.04% | +22.6% |
| Q1 2023 | $270,344 | -41.4% | 1,084 | -49.9% | 0.03% | -40.4% |
| Q4 2022 | $461,110 | +99.6% | 2,164 | +100.4% | 0.05% | +57.6% |
| Q3 2022 | $231,000 | -3.8% | 1,080 | +0.3% | 0.03% | +3.1% |
| Q2 2022 | $240,000 | -28.6% | 1,077 | -7.8% | 0.03% | -20.0% |
| Q1 2022 | $336,000 | -20.6% | 1,168 | -11.4% | 0.04% | -20.0% |
| Q4 2021 | $423,000 | +41.0% | 1,318 | +27.6% | 0.05% | +25.0% |
| Q3 2021 | $300,000 | +4.5% | 1,033 | +3.3% | 0.04% | +5.3% |
| Q2 2021 | $287,000 | +15.7% | 1,000 | +3.6% | 0.04% | +8.6% |
| Q1 2021 | $248,000 | -25.5% | 965 | -26.6% | 0.04% | -30.0% |
| Q4 2020 | $333,000 | +52.1% | 1,314 | +36.6% | 0.05% | +35.1% |
| Q3 2020 | $219,000 | +2.8% | 962 | +0.1% | 0.04% | +2.8% |
| Q2 2020 | $213,000 | -100.0% | 961 | -86.5% | 0.04% | -93.5% |
| Q3 2014 | $711,943,000 | +100032.6% | 7,143 | -0.6% | 0.56% | -11.5% |
| Q2 2014 | $711,000 | +7.2% | 7,188 | +1.4% | 0.63% | -8.2% |
| Q1 2014 | $663,000 | -10.4% | 7,088 | -10.8% | 0.68% | +3.3% |
| Q4 2013 | $740,000 | – | 7,950 | – | 0.66% | – |
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% |