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 | $1,044,037 | -10.9% | 3,834 | -7.4% | 0.27% | -8.1% |
| Q2 2023 | $1,171,454 | +117045.4% | 4,140 | +59042.9% | 0.30% | – |
| Q3 2022 | $1,000 | -99.1% | 7 | -97.9% | 0.00% | -100.0% |
| Q4 2021 | $108,000 | +2060.0% | 335 | +1663.2% | 0.03% | +1400.0% |
| Q1 2021 | $5,000 | -72.2% | 19 | -73.2% | 0.00% | -71.4% |
| Q4 2020 | $18,000 | -90.3% | 71 | -94.0% | 0.01% | -93.8% |
| Q1 2020 | $186,000 | -19.1% | 1,184 | -6.4% | 0.11% | -9.7% |
| Q4 2019 | $230,000 | +16.8% | 1,265 | +6.8% | 0.12% | +6.9% |
| Q3 2019 | $197,000 | +2.1% | 1,184 | 0.0% | 0.12% | +1.8% |
| Q2 2019 | $193,000 | +4.3% | 1,184 | 0.0% | 0.11% | -1.7% |
| Q1 2019 | $185,000 | +16.4% | 1,184 | 0.0% | 0.12% | +6.4% |
| Q4 2018 | $159,000 | -16.8% | 1,184 | 0.0% | 0.11% | -12.8% |
| Q3 2018 | $191,000 | – | 1,184 | – | 0.12% | – |
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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% |