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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,751,508 | -34.4% | 6,432 | -31.9% | 0.45% | -37.1% |
| Q2 2023 | $2,671,081 | -14.2% | 9,451 | -24.3% | 0.72% | -19.7% |
| Q1 2023 | $3,114,650 | +24.3% | 12,487 | +6.2% | 0.90% | +11.7% |
| Q4 2022 | $2,504,915 | +10.3% | 11,754 | +10.8% | 0.80% | -0.7% |
| Q3 2022 | $2,270,000 | -6.0% | 10,608 | -2.2% | 0.81% | +5.5% |
| Q2 2022 | $2,416,000 | -20.6% | 10,842 | +2.4% | 0.76% | -14.0% |
| Q1 2022 | $3,044,000 | -17.3% | 10,584 | -7.7% | 0.89% | -11.6% |
| Q4 2021 | $3,680,000 | +10.3% | 11,466 | -0.3% | 1.01% | -1.7% |
| Q3 2021 | $3,337,000 | +7.6% | 11,500 | +6.4% | 1.02% | +3.2% |
| Q2 2021 | $3,101,000 | +13.2% | 10,813 | +1.4% | 0.99% | +2.7% |
| Q1 2021 | $2,740,000 | +9.3% | 10,659 | +7.7% | 0.97% | +2.8% |
| Q4 2020 | $2,508,000 | +5.7% | 9,899 | -5.0% | 0.94% | -8.1% |
| Q3 2020 | $2,373,000 | +5.0% | 10,424 | -6.8% | 1.02% | -12.0% |
| Q2 2020 | $2,260,000 | +449.9% | 11,185 | +396.0% | 1.16% | +518.6% |
| Q4 2019 | $411,000 | -37.3% | 2,255 | -46.2% | 0.19% | -50.0% |
| Q1 2019 | $655,000 | -37.1% | 4,190 | -46.0% | 0.38% | -45.7% |
| Q4 2018 | $1,042,000 | -28.7% | 7,755 | -14.6% | 0.69% | -17.3% |
| Q3 2018 | $1,461,000 | – | 9,078 | – | 0.84% | – |
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% |