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 | $1,174,000 | -10.4% | 4,081 | 0.0% | 0.27% | -5.6% |
| Q4 2021 | $1,310,000 | +1.6% | 4,081 | 0.0% | 0.28% | +3.3% |
| Q3 2021 | $1,289,000 | -95.2% | 4,081 | -95.7% | 0.28% | -97.4% |
| Q2 2021 | $27,087,000 | +2625.1% | 94,443 | +2342.9% | 10.62% | +4183.5% |
| Q1 2021 | $994,000 | +1.5% | 3,866 | 0.0% | 0.25% | -9.5% |
| Q4 2020 | $979,000 | +11.2% | 3,866 | 0.0% | 0.27% | -3.5% |
| Q3 2020 | $880,000 | +13.3% | 3,866 | +0.5% | 0.28% | +3.6% |
| Q2 2020 | $777,000 | +28.9% | 3,847 | 0.0% | 0.27% | +3.0% |
| Q1 2020 | $603,000 | -14.0% | 3,847 | 0.0% | 0.27% | +8.6% |
| Q4 2019 | $701,000 | +1423.9% | 3,847 | +1195.3% | 0.24% | +1341.2% |
| Q1 2019 | $46,000 | -4.2% | 297 | -16.3% | 0.02% | -19.0% |
| Q4 2018 | $48,000 | 0.0% | 355 | +19.5% | 0.02% | +10.5% |
| Q3 2018 | $48,000 | +9.1% | 297 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $44,000 | +4.8% | 297 | 0.0% | 0.02% | +11.8% |
| Q1 2018 | $42,000 | – | 297 | – | 0.02% | – |
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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% |