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 2022 | $579,000 | -4.0% | 2,704 | 0.0% | 0.06% | -4.6% |
| Q2 2022 | $603,000 | -5.8% | 2,704 | +21.6% | 0.06% | 0.0% |
| Q1 2022 | $640,000 | -10.4% | 2,224 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $714,000 | +33.2% | 2,224 | +20.3% | 0.06% | +32.7% |
| Q3 2021 | $536,000 | +7.8% | 1,849 | +6.8% | 0.05% | +16.7% |
| Q2 2021 | $497,000 | +11.7% | 1,732 | 0.0% | 0.04% | +2.4% |
| Q1 2021 | $445,000 | +0.5% | 1,732 | -1.0% | 0.04% | -6.8% |
| Q4 2020 | $443,000 | +11.3% | 1,750 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $398,000 | +12.4% | 1,750 | 0.0% | 0.04% | -10.2% |
| Q2 2020 | $354,000 | +29.2% | 1,750 | 0.0% | 0.05% | +2.1% |
| Q1 2020 | $274,000 | -20.3% | 1,750 | -7.5% | 0.05% | -25.0% |
| Q4 2019 | $344,000 | +9.6% | 1,891 | 0.0% | 0.06% | -1.5% |
| Q3 2019 | $314,000 | -11.5% | 1,891 | -12.9% | 0.06% | -13.3% |
| Q2 2019 | $355,000 | -3.3% | 2,171 | -7.5% | 0.08% | -2.6% |
| Q1 2019 | $367,000 | +16.5% | 2,347 | 0.0% | 0.08% | +6.9% |
| Q4 2018 | $315,000 | -20.5% | 2,347 | -4.6% | 0.07% | -18.2% |
| Q3 2018 | $396,000 | +1.3% | 2,459 | -5.9% | 0.09% | -6.4% |
| Q2 2018 | $391,000 | +2.4% | 2,612 | -3.0% | 0.09% | +6.8% |
| Q1 2018 | $382,000 | +9.1% | 2,692 | +8.0% | 0.09% | +11.4% |
| Q4 2017 | $350,000 | +5.7% | 2,492 | 0.0% | 0.08% | -1.2% |
| Q3 2017 | $331,000 | +4.4% | 2,492 | 0.0% | 0.08% | -54.5% |
| Q2 2017 | $317,000 | +4.6% | 2,492 | 0.0% | 0.18% | +6.0% |
| Q1 2017 | $303,000 | +5.6% | 2,492 | -3.2% | 0.17% | +5.1% |
| Q4 2016 | $287,000 | – | 2,575 | – | 0.16% | – |
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% |