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 | $221,921 | -13.9% | 815 | -10.5% | 0.03% | -8.8% |
| Q2 2023 | $257,762 | +10.4% | 911 | -2.7% | 0.03% | +6.2% |
| Q1 2023 | $233,471 | +17.0% | 936 | 0.0% | 0.03% | +14.3% |
| Q4 2022 | $199,463 | -0.3% | 936 | 0.0% | 0.03% | -9.7% |
| Q3 2022 | $200,000 | -7.0% | 936 | -3.0% | 0.03% | 0.0% |
| Q2 2022 | $215,000 | -23.8% | 965 | -1.5% | 0.03% | -11.4% |
| Q1 2022 | $282,000 | +25.9% | 980 | +40.0% | 0.04% | +34.6% |
| Q4 2021 | $224,000 | +26.6% | 700 | +14.8% | 0.03% | +18.2% |
| Q3 2021 | $177,000 | +8.6% | 610 | +7.0% | 0.02% | +15.8% |
| Q2 2021 | $163,000 | +10.9% | 570 | 0.0% | 0.02% | +5.6% |
| Q1 2021 | $147,000 | -53.3% | 570 | -54.2% | 0.02% | -58.1% |
| Q4 2020 | $315,000 | +12.9% | 1,244 | +1.6% | 0.04% | +2.4% |
| Q3 2020 | $279,000 | +14.3% | 1,224 | +1.2% | 0.04% | +2.4% |
| Q2 2020 | $244,000 | +36.3% | 1,209 | +6.1% | 0.04% | +5.1% |
| Q1 2020 | $179,000 | +34.6% | 1,139 | +56.2% | 0.04% | +69.6% |
| Q4 2019 | $133,000 | +9.9% | 729 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $121,000 | – | 729 | – | 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% |