VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $989 | -99.9% | 4,640 | -2.2% | 0.10% | -9.3% |
Q3 2022 | $1,015,000 | -48.0% | 4,744 | -45.8% | 0.11% | -45.7% |
Q2 2022 | $1,951,000 | -21.0% | 8,751 | +1.9% | 0.20% | -2.5% |
Q1 2022 | $2,471,000 | +14.7% | 8,588 | +27.9% | 0.20% | +22.9% |
Q4 2021 | $2,154,000 | +131.6% | 6,714 | +109.4% | 0.17% | -2.9% |
Q3 2021 | $930,000 | +39.6% | 3,206 | +38.1% | 0.17% | +98.8% |
Q2 2021 | $666,000 | -4.9% | 2,321 | -14.7% | 0.09% | -18.9% |
Q1 2021 | $700,000 | -84.0% | 2,722 | -84.2% | 0.11% | -83.5% |
Q4 2020 | $4,367,000 | +25.5% | 17,239 | +12.8% | 0.64% | +11.7% |
Q3 2020 | $3,479,000 | +41.8% | 15,284 | +25.9% | 0.58% | +28.1% |
Q2 2020 | $2,453,000 | +53.1% | 12,140 | +18.7% | 0.45% | +22.0% |
Q1 2020 | $1,602,000 | +6.8% | 10,226 | +24.1% | 0.37% | +46.6% |
Q4 2019 | $1,500,000 | +23.5% | 8,237 | +12.7% | 0.25% | +20.7% |
Q3 2019 | $1,215,000 | +27.2% | 7,309 | +25.1% | 0.21% | -0.5% |
Q2 2019 | $955,000 | 0.0% | 5,843 | -4.3% | 0.21% | -11.1% |
Q1 2019 | $955,000 | +50.9% | 6,107 | +29.6% | 0.24% | +26.3% |
Q4 2018 | $633,000 | -40.1% | 4,714 | -28.2% | 0.19% | -28.2% |
Q3 2018 | $1,057,000 | +26.3% | 6,564 | +17.5% | 0.26% | +16.1% |
Q2 2018 | $837,000 | +187.6% | 5,588 | +172.1% | 0.22% | +147.8% |
Q1 2018 | $291,000 | – | 2,054 | – | 0.09% | – |
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% |