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 | $330,070 | -3.5% | 1,212 | +0.2% | 0.02% | -9.1% |
| Q2 2023 | $342,027 | -10.9% | 1,209 | -21.4% | 0.02% | -15.4% |
| Q1 2023 | $383,978 | -75.7% | 1,539 | -79.3% | 0.03% | -76.4% |
| Q4 2022 | $1,581,254 | +2828.2% | 7,420 | +2821.3% | 0.11% | +2100.0% |
| Q3 2022 | $54,000 | -5.3% | 254 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $57,000 | -20.8% | 254 | +2.0% | 0.01% | -16.7% |
| Q1 2022 | $72,000 | -10.0% | 249 | +0.4% | 0.01% | -14.3% |
| Q4 2021 | $80,000 | +14.3% | 248 | +3.3% | 0.01% | 0.0% |
| Q3 2021 | $70,000 | -7.9% | 240 | -8.7% | 0.01% | -12.5% |
| Q2 2021 | $76,000 | +24.6% | 263 | +10.0% | 0.01% | 0.0% |
| Q1 2021 | $61,000 | -57.3% | 239 | -57.8% | 0.01% | -70.4% |
| Q4 2020 | $143,000 | +10.9% | 567 | 0.0% | 0.03% | -6.9% |
| Q3 2020 | $129,000 | +6350.0% | 567 | +5054.5% | 0.03% | +2800.0% |
| Q4 2019 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | +100.0% | 11 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | -99.9% | 11 | -99.9% | 0.00% | -100.0% |
| Q4 2018 | $1,418,000 | +141700.0% | 10,560 | +105500.0% | 0.71% | +70700.0% |
| Q4 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $1,000 | – | 10 | – | 0.00% | – |
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% |