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 | $838,779 | +6.6% | 3,080 | -16.6% | 0.19% | -1.1% |
| Q2 2023 | $786,982 | 0.0% | 3,693 | 0.0% | 0.19% | -1.6% |
| Q1 2023 | $786,982 | 0.0% | 3,693 | 0.0% | 0.19% | +0.5% |
| Q4 2022 | $786,982 | +200.4% | 3,693 | +208.0% | 0.19% | +179.4% |
| Q3 2022 | $262,000 | -23.4% | 1,199 | -15.9% | 0.07% | -20.9% |
| Q2 2022 | $342,000 | -32.1% | 1,425 | -18.8% | 0.09% | -25.9% |
| Q1 2022 | $504,000 | -10.5% | 1,754 | 0.0% | 0.12% | -14.1% |
| Q4 2021 | $563,000 | +9.7% | 1,754 | -0.8% | 0.14% | 0.0% |
| Q3 2021 | $513,000 | +4.9% | 1,769 | +3.7% | 0.14% | +5.5% |
| Q2 2021 | $489,000 | +59.8% | 1,706 | +43.2% | 0.13% | +45.5% |
| Q1 2021 | $306,000 | +9.3% | 1,191 | +7.8% | 0.09% | -1.1% |
| Q4 2020 | $280,000 | +20.2% | 1,105 | +8.1% | 0.09% | +97.8% |
| Q3 2020 | $233,000 | +22.0% | 1,022 | +8.3% | 0.04% | -37.5% |
| Q2 2020 | $191,000 | +172.9% | 944 | +111.2% | 0.07% | +111.8% |
| Q1 2020 | $70,000 | -53.9% | 447 | -46.5% | 0.03% | -45.2% |
| Q4 2019 | $152,000 | +223.4% | 835 | +195.1% | 0.06% | +287.5% |
| Q3 2019 | $47,000 | +2.2% | 283 | 0.0% | 0.02% | -11.1% |
| Q2 2019 | $46,000 | -44.6% | 283 | -46.9% | 0.02% | -48.6% |
| Q1 2019 | $83,000 | -40.3% | 533 | -48.7% | 0.04% | -48.5% |
| Q4 2018 | $139,000 | – | 1,038 | – | 0.07% | – |
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% |