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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $11,446,000 | +154.5% | 50,290 | +125.9% | 0.40% | +25.5% |
| Q2 2020 | $4,498,000 | +59.3% | 22,259 | +23.5% | 0.32% | +30.9% |
| Q1 2020 | $2,823,000 | +669.2% | 18,020 | +795.2% | 0.25% | +884.0% |
| Q4 2019 | $367,000 | +9.9% | 2,013 | +0.1% | 0.02% | +4.2% |
| Q3 2019 | $334,000 | +88.7% | 2,011 | +77.7% | 0.02% | +84.6% |
| Q1 2019 | $177,000 | +16.4% | 1,132 | 0.0% | 0.01% | -7.1% |
| Q4 2018 | $152,000 | -35.0% | 1,132 | -22.2% | 0.01% | -26.3% |
| Q3 2018 | $234,000 | +7.3% | 1,455 | 0.0% | 0.02% | -5.0% |
| Q2 2018 | $218,000 | +5.8% | 1,455 | +0.2% | 0.02% | +5.3% |
| Q1 2018 | $206,000 | -2.4% | 1,452 | -3.1% | 0.02% | -9.5% |
| Q4 2017 | $211,000 | -17.3% | 1,499 | -22.0% | 0.02% | -25.0% |
| Q3 2017 | $255,000 | +14.9% | 1,923 | +10.1% | 0.03% | +7.7% |
| Q2 2017 | $222,000 | +208.3% | 1,746 | +193.4% | 0.03% | +160.0% |
| Q1 2017 | $72,000 | +9.1% | 595 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $66,000 | -1.5% | 595 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $67,000 | -8.2% | 595 | -13.1% | 0.01% | -16.7% |
| Q2 2016 | $73,000 | -23.2% | 685 | -22.9% | 0.01% | -29.4% |
| Q1 2016 | $95,000 | +1.1% | 888 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $94,000 | – | 888 | – | 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% |