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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $270,000 | -13.2% | 938 | -3.1% | 0.07% | -12.0% |
| Q4 2021 | $311,000 | +10.7% | 968 | 0.0% | 0.08% | +1.2% |
| Q3 2021 | $281,000 | +3.7% | 968 | +2.3% | 0.08% | +3.8% |
| Q2 2021 | $271,000 | +13.4% | 946 | +1.9% | 0.08% | -3.7% |
| Q1 2021 | $239,000 | +11.7% | 928 | +9.8% | 0.08% | +1.2% |
| Q4 2020 | $214,000 | -88.9% | 845 | -92.0% | 0.08% | -89.9% |
| Q4 2019 | $1,935,000 | +19.4% | 10,622 | +8.9% | 0.80% | -4.0% |
| Q3 2019 | $1,621,000 | +2.2% | 9,751 | +0.5% | 0.83% | +2.7% |
| Q2 2019 | $1,586,000 | +5.9% | 9,706 | +1.4% | 0.81% | +1.6% |
| Q1 2019 | $1,498,000 | +107.8% | 9,574 | +78.6% | 0.80% | +107.0% |
| Q4 2018 | $721,000 | +8912.5% | 5,361 | +9143.1% | 0.39% | +12766.7% |
| Q1 2018 | $8,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $8,000 | +14.3% | 58 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | +16.7% | 58 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $6,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $6,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | +100.0% | 58 | +93.3% | 0.00% | +50.0% |
| Q1 2016 | $3,000 | – | 30 | – | 0.00% | – |
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% |