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 2023 | $271,398 | +7.3% | 873 | -6.0% | 0.03% | -3.4% |
| Q3 2023 | $252,976 | +9.6% | 929 | +13.8% | 0.03% | -12.1% |
| Q2 2023 | $230,895 | +6.0% | 816 | -6.5% | 0.03% | +32.0% |
| Q1 2023 | $217,761 | -30.9% | 873 | -32.6% | 0.02% | +13.6% |
| Q4 2022 | $314,958 | -56.6% | 1,296 | -55.2% | 0.02% | -56.0% |
| Q1 2022 | $725,000 | -17.3% | 2,894 | -4.0% | 0.05% | -13.8% |
| Q4 2021 | $877,000 | +1.7% | 3,016 | +12.1% | 0.06% | +1.8% |
| Q3 2021 | $862,000 | +24.0% | 2,691 | +14.9% | 0.06% | +16.3% |
| Q2 2021 | $695,000 | +6.8% | 2,343 | -3.1% | 0.05% | -3.9% |
| Q1 2021 | $651,000 | -2.4% | 2,419 | -4.3% | 0.05% | -10.5% |
| Q4 2020 | $667,000 | +29.3% | 2,528 | +15.9% | 0.06% | +14.0% |
| Q3 2020 | $516,000 | +16.2% | 2,182 | +9.8% | 0.05% | +8.7% |
| Q2 2020 | $444,000 | +57.4% | 1,988 | +28.2% | 0.05% | +24.3% |
| Q1 2020 | $282,000 | -8.7% | 1,551 | 0.0% | 0.04% | +2.8% |
| Q4 2019 | $309,000 | +14.9% | 1,551 | 0.0% | 0.04% | -2.7% |
| Q3 2019 | $269,000 | +4.7% | 1,551 | 0.0% | 0.04% | -5.1% |
| Q2 2019 | $257,000 | -99.3% | 1,551 | +384.7% | 0.04% | -71.1% |
| Q1 2017 | $38,742,000 | +0.4% | 320 | -7.5% | 0.14% | +938.5% |
| Q3 2016 | $38,596,000 | +3.9% | 346 | -51.2% | 0.01% | +160.0% |
| Q2 2016 | $37,130,000 | -48.8% | 709 | -65.2% | 0.01% | -58.3% |
| Q4 2015 | $72,489,000 | +213102.9% | 2,040 | +537.5% | 0.01% | -20.0% |
| Q2 2015 | $34,000 | +3.0% | 320 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $33,000 | – | 320 | – | 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% |