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 | $842,039 | +82.6% | 3,092 | +89.8% | 0.08% | +80.4% |
| Q2 2023 | $461,058 | -4.2% | 1,629 | -15.6% | 0.05% | -11.5% |
| Q1 2023 | $481,477 | +62.2% | 1,930 | +38.5% | 0.05% | +44.4% |
| Q4 2022 | $296,804 | -2.7% | 1,393 | -2.2% | 0.04% | -16.3% |
| Q3 2022 | $305,000 | -3.8% | 1,424 | +0.1% | 0.04% | -21.8% |
| Q2 2022 | $317,000 | -15.2% | 1,423 | +9.5% | 0.06% | -8.3% |
| Q1 2022 | $374,000 | +3.0% | 1,299 | +14.8% | 0.06% | +3.4% |
| Q4 2021 | $363,000 | +97.3% | 1,132 | +78.0% | 0.06% | +56.8% |
| Q3 2021 | $184,000 | +41.5% | 636 | +40.1% | 0.04% | +23.3% |
| Q2 2021 | $130,000 | +6.6% | 454 | -4.0% | 0.03% | -16.7% |
| Q1 2021 | $122,000 | +87.7% | 473 | +85.5% | 0.04% | +63.6% |
| Q4 2020 | $65,000 | -15.6% | 255 | -24.8% | 0.02% | -31.2% |
| Q3 2020 | $77,000 | +11.6% | 339 | 0.0% | 0.03% | -3.0% |
| Q2 2020 | $69,000 | +30.2% | 339 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $53,000 | -13.1% | 339 | +0.6% | 0.03% | -5.7% |
| Q4 2019 | $61,000 | +69.4% | 337 | +57.5% | 0.04% | +45.8% |
| Q3 2019 | $36,000 | +157.1% | 214 | +151.8% | 0.02% | +140.0% |
| Q2 2019 | $14,000 | +7.7% | 85 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $13,000 | +18.2% | 85 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | – | 85 | – | 0.01% | – |
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% |