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 | $48,472 | +14.2% | 178 | +18.7% | 0.02% | +30.8% |
| Q2 2023 | $42,444 | +13.4% | 150 | 0.0% | 0.01% | +8.3% |
| Q1 2023 | $37,416 | -2.5% | 150 | -16.7% | 0.01% | -33.3% |
| Q4 2022 | $38,360 | -46.7% | 180 | -46.3% | 0.02% | -37.9% |
| Q3 2022 | $72,000 | -4.0% | 335 | 0.0% | 0.03% | +3.6% |
| Q2 2022 | $75,000 | -80.4% | 335 | -74.8% | 0.03% | -54.8% |
| Q1 2022 | $383,000 | -10.3% | 1,332 | 0.0% | 0.06% | -4.6% |
| Q4 2021 | $427,000 | +10.3% | 1,332 | 0.0% | 0.06% | -1.5% |
| Q3 2021 | $387,000 | +17.6% | 1,332 | +16.1% | 0.07% | +10.0% |
| Q2 2021 | $329,000 | +30.0% | 1,147 | +16.7% | 0.06% | +20.0% |
| Q1 2021 | $253,000 | +1.6% | 983 | 0.0% | 0.05% | -7.4% |
| Q4 2020 | $249,000 | +632.4% | 983 | +555.3% | 0.05% | +575.0% |
| Q3 2020 | $34,000 | +13.3% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $30,000 | +25.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $24,000 | +200.0% | 150 | +100.0% | 0.01% | +33.3% |
| Q2 2016 | $8,000 | 0.0% | 75 | 0.0% | 0.01% | +20.0% |
| Q1 2016 | $8,000 | 0.0% | 75 | 0.0% | 0.01% | -16.7% |
| Q4 2015 | $8,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $8,000 | -90.7% | 75 | -90.6% | 0.01% | -90.0% |
| Q2 2015 | $86,000 | – | 802 | – | 0.06% | – |
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% |