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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $434,910 | +6.2% | 1,537 | -6.3% | 0.04% | +4.8% |
| Q1 2023 | $409,332 | +5.5% | 1,641 | -9.9% | 0.04% | 0.0% |
| Q4 2022 | $388,073 | +1.3% | 1,821 | +1.7% | 0.04% | -8.7% |
| Q3 2022 | $383,000 | -4.0% | 1,791 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $399,000 | -22.5% | 1,791 | 0.0% | 0.05% | -16.4% |
| Q1 2022 | $515,000 | -10.4% | 1,791 | 0.0% | 0.06% | -8.3% |
| Q4 2021 | $575,000 | +10.6% | 1,791 | 0.0% | 0.06% | +1.7% |
| Q3 2021 | $520,000 | +1.2% | 1,791 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $514,000 | +31.8% | 1,791 | +18.1% | 0.06% | +22.0% |
| Q1 2021 | $390,000 | +15.7% | 1,517 | +13.9% | 0.05% | +6.4% |
| Q4 2020 | $337,000 | +25.3% | 1,332 | +12.7% | 0.05% | +9.3% |
| Q3 2020 | $269,000 | +8.0% | 1,182 | -4.1% | 0.04% | 0.0% |
| Q2 2020 | $249,000 | +42.3% | 1,232 | +10.3% | 0.04% | +19.4% |
| Q1 2020 | $175,000 | -13.8% | 1,117 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $203,000 | +9.1% | 1,117 | 0.0% | 0.04% | -2.7% |
| Q3 2019 | $186,000 | +1.6% | 1,117 | 0.0% | 0.04% | +2.8% |
| Q2 2019 | $183,000 | +4.6% | 1,117 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $175,000 | +16.7% | 1,117 | 0.0% | 0.04% | +2.9% |
| Q4 2018 | $150,000 | -6.2% | 1,117 | +12.3% | 0.04% | +2.9% |
| Q3 2018 | $160,000 | +7.4% | 995 | 0.0% | 0.03% | +3.0% |
| Q2 2018 | $149,000 | – | 995 | – | 0.03% | – |
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% |