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 | $3,428,020 | -0.1% | 12,589 | +3.9% | 0.08% | +21.0% |
| Q2 2023 | $3,430,120 | -9.2% | 12,122 | -20.0% | 0.06% | +17.0% |
| Q1 2023 | $3,777,909 | -3.3% | 15,146 | -17.4% | 0.05% | 0.0% |
| Q4 2022 | $3,906,427 | +31.3% | 18,331 | +31.8% | 0.05% | +23.3% |
| Q3 2022 | $2,975,000 | +12.7% | 13,905 | +17.4% | 0.04% | +4.9% |
| Q2 2022 | $2,640,000 | -17.3% | 11,844 | +6.7% | 0.04% | -4.7% |
| Q1 2022 | $3,194,000 | -23.6% | 11,105 | -14.8% | 0.04% | -37.7% |
| Q4 2021 | $4,182,000 | -0.5% | 13,035 | -10.0% | 0.07% | +27.8% |
| Q3 2021 | $4,203,000 | +29.9% | 14,485 | +28.3% | 0.05% | +31.7% |
| Q2 2021 | $3,236,000 | +60.8% | 11,286 | +44.2% | 0.04% | +46.4% |
| Q1 2021 | $2,012,000 | +9.8% | 7,827 | +8.2% | 0.03% | +3.7% |
| Q4 2020 | $1,832,000 | +10.5% | 7,232 | -0.7% | 0.03% | 0.0% |
| Q3 2020 | $1,658,000 | +26.7% | 7,282 | +12.3% | 0.03% | +12.5% |
| Q2 2020 | $1,309,000 | +6133.3% | 6,483 | +4597.8% | 0.02% | +2300.0% |
| Q1 2020 | $21,000 | -99.3% | 138 | -99.2% | 0.00% | -98.2% |
| Q4 2019 | $3,052,000 | +333.5% | 16,753 | +296.0% | 0.06% | +300.0% |
| Q3 2019 | $704,000 | +21.6% | 4,231 | +19.3% | 0.01% | -26.3% |
| Q2 2019 | $579,000 | – | 3,546 | – | 0.02% | – |
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% |