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 | $270,208 | -3.7% | 992 | 0.0% | 0.10% | -0.9% |
| Q2 2023 | $280,603 | +11.3% | 992 | -1.9% | 0.11% | +7.1% |
| Q1 2023 | $252,190 | -13.0% | 1,011 | -25.7% | 0.10% | -18.9% |
| Q4 2022 | $289,883 | -0.0% | 1,360 | +0.1% | 0.12% | -7.6% |
| Q3 2022 | $290,000 | -14.2% | 1,359 | -10.5% | 0.13% | -9.0% |
| Q2 2022 | $338,000 | -22.5% | 1,518 | +0.1% | 0.14% | -10.5% |
| Q1 2022 | $436,000 | -34.8% | 1,517 | -27.3% | 0.16% | -32.8% |
| Q4 2021 | $669,000 | +13.8% | 2,086 | +2.9% | 0.24% | +5.2% |
| Q3 2021 | $588,000 | +2.6% | 2,027 | +1.3% | 0.23% | +7.0% |
| Q2 2021 | $573,000 | +13.2% | 2,001 | +1.6% | 0.21% | +7.5% |
| Q1 2021 | $506,000 | +36.0% | 1,969 | +34.0% | 0.20% | +33.6% |
| Q4 2020 | $372,000 | -68.5% | 1,469 | -71.7% | 0.15% | -68.6% |
| Q3 2020 | $1,180,000 | +12.8% | 5,186 | +0.2% | 0.47% | +4.4% |
| Q2 2020 | $1,046,000 | +29.3% | 5,177 | +0.2% | 0.45% | +11.3% |
| Q1 2020 | $809,000 | -14.5% | 5,166 | -0.6% | 0.41% | -2.2% |
| Q4 2019 | $946,000 | +10.8% | 5,197 | +1.1% | 0.42% | +4.8% |
| Q3 2019 | $854,000 | +2.2% | 5,138 | +0.4% | 0.40% | +7.6% |
| Q2 2019 | $836,000 | +4.6% | 5,119 | +0.2% | 0.37% | +8.5% |
| Q1 2019 | $799,000 | +16.5% | 5,108 | 0.0% | 0.34% | 0.0% |
| Q4 2018 | $686,000 | -48.5% | 5,108 | -38.3% | 0.34% | -41.9% |
| Q3 2018 | $1,332,000 | +2.1% | 8,274 | -5.0% | 0.59% | -4.6% |
| Q2 2018 | $1,304,000 | +0.4% | 8,708 | -4.9% | 0.62% | -10.3% |
| Q1 2018 | $1,299,000 | +209.3% | 9,159 | +206.5% | 0.69% | +90.6% |
| Q4 2017 | $420,000 | – | 2,988 | – | 0.36% | – |
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% |