VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $110,558,000 | +6.7% | 605,661 | -2.6% | 0.76% | 0.0% |
| Q3 2019 | $103,601,000 | +2.6% | 621,797 | +0.8% | 0.76% | -1.3% |
| Q2 2019 | $101,001,000 | +0.0% | 616,877 | -4.2% | 0.78% | -6.7% |
| Q1 2019 | $100,977,000 | +14.7% | 644,188 | -1.5% | 0.83% | -3.9% |
| Q4 2018 | $88,063,000 | +144.4% | 654,119 | +192.5% | 0.86% | +138.3% |
| Q3 2018 | $36,037,000 | +34.0% | 223,630 | +24.6% | 0.36% | -1.9% |
| Q2 2018 | $26,901,000 | +14.8% | 179,447 | +8.7% | 0.37% | +14.9% |
| Q1 2018 | $23,432,000 | -7.8% | 165,025 | -8.6% | 0.32% | -5.0% |
| Q4 2017 | $25,406,000 | +63.1% | 180,505 | +53.9% | 0.34% | +38.4% |
| Q3 2017 | $15,573,000 | +22.2% | 117,264 | +17.0% | 0.24% | +9.4% |
| Q2 2017 | $12,741,000 | +25.0% | 100,254 | +19.7% | 0.22% | +8.7% |
| Q1 2017 | $10,194,000 | +45.8% | 83,769 | +33.5% | 0.21% | +30.4% |
| Q4 2016 | $6,994,000 | -23.9% | 62,734 | -23.3% | 0.16% | -28.5% |
| Q3 2016 | $9,188,000 | +2.3% | 81,810 | -2.4% | 0.22% | -6.4% |
| Q2 2016 | $8,985,000 | – | 83,834 | – | 0.24% | – |
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% |