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 | $777,475 | -4.4% | 2,855 | -0.7% | 0.34% | +1.2% |
| Q2 2023 | $813,502 | +13.5% | 2,875 | +0.1% | 0.34% | +9.1% |
| Q1 2023 | $716,625 | +24.7% | 2,873 | +6.6% | 0.31% | +19.5% |
| Q4 2022 | $574,520 | +2.0% | 2,695 | +2.5% | 0.26% | +4.5% |
| Q3 2022 | $563,000 | -13.1% | 2,630 | -9.6% | 0.25% | -14.9% |
| Q2 2022 | $648,000 | -62.6% | 2,909 | -51.7% | 0.29% | -14.2% |
| Q1 2022 | $1,734,000 | +76.2% | 6,026 | +96.5% | 0.34% | -12.0% |
| Q4 2021 | $984,000 | +7.7% | 3,067 | -2.7% | 0.38% | -3.3% |
| Q3 2021 | $914,000 | +6.9% | 3,151 | +5.7% | 0.40% | +5.3% |
| Q2 2021 | $855,000 | +156.8% | 2,981 | +130.2% | 0.38% | +135.0% |
| Q1 2021 | $333,000 | -2.1% | 1,295 | -3.6% | 0.16% | -1.8% |
| Q4 2020 | $340,000 | +26.4% | 1,343 | +13.7% | 0.16% | +5.8% |
| Q3 2020 | $269,000 | – | 1,181 | – | 0.15% | – |
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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% |