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 | $301,000 | +7.5% | 1,189 | -3.3% | 0.08% | -5.1% |
| Q3 2020 | $280,000 | +32.7% | 1,230 | +17.6% | 0.08% | +29.5% |
| Q2 2020 | $211,000 | +1.4% | 1,046 | -8.3% | 0.06% | +27.1% |
| Q4 2019 | $208,000 | +2.0% | 1,141 | -8.5% | 0.05% | -11.1% |
| Q2 2019 | $204,000 | +191.4% | 1,247 | +166.5% | 0.05% | +116.0% |
| Q2 2018 | $70,000 | +6.1% | 468 | 0.0% | 0.02% | +4.2% |
| Q1 2018 | $66,000 | +17.9% | 468 | +9.3% | 0.02% | +4.3% |
| Q3 2017 | $56,000 | +3.7% | 428 | 0.0% | 0.02% | +9.5% |
| Q2 2017 | $54,000 | +1.9% | 428 | 0.0% | 0.02% | -4.5% |
| Q1 2017 | $53,000 | +39.5% | 428 | +25.9% | 0.02% | +120.0% |
| Q4 2016 | $38,000 | -34.5% | 340 | -34.7% | 0.01% | -56.5% |
| Q3 2016 | $58,000 | -17.1% | 521 | -21.1% | 0.02% | -17.9% |
| Q2 2016 | $70,000 | +600.0% | 660 | +602.1% | 0.03% | +460.0% |
| Q1 2016 | $10,000 | – | 94 | – | 0.01% | – |
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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% |