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 2022 | $9,850,000 | +13.8% | 46,039 | +18.6% | 0.28% | +13.6% |
| Q2 2022 | $8,653,000 | +64.5% | 38,823 | +112.2% | 0.24% | +93.6% |
| Q1 2022 | $5,261,000 | +4.2% | 18,294 | +16.3% | 0.12% | -3.1% |
| Q4 2021 | $5,049,000 | +35.9% | 15,734 | +22.9% | 0.13% | +16.2% |
| Q3 2021 | $3,714,000 | -30.2% | 12,801 | -31.0% | 0.11% | -41.3% |
| Q2 2021 | $5,321,000 | +95.9% | 18,554 | +75.6% | 0.19% | +38.0% |
| Q1 2021 | $2,716,000 | -6.3% | 10,566 | -7.6% | 0.14% | -36.6% |
| Q4 2020 | $2,898,000 | -36.1% | 11,440 | -42.6% | 0.22% | -47.2% |
| Q3 2020 | $4,534,000 | -49.7% | 19,920 | -55.3% | 0.41% | -69.9% |
| Q2 2020 | $9,005,000 | +885.2% | 44,561 | +717.3% | 1.36% | +416.0% |
| Q1 2020 | $914,000 | – | 5,452 | – | 0.26% | – |
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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% |