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 | $236,093 | -2.8% | 867 | 0.0% | 0.10% | +2.1% |
| Q2 2023 | $242,873 | +12.3% | 867 | 0.0% | 0.10% | +3.2% |
| Q1 2023 | $216,264 | +6.5% | 867 | -5.0% | 0.09% | +25.3% |
| Q2 2022 | $203,000 | -82.5% | 913 | -77.4% | 0.08% | -79.6% |
| Q1 2022 | $1,161,000 | -10.3% | 4,036 | 0.0% | 0.37% | -13.8% |
| Q4 2021 | $1,295,000 | +10.6% | 4,036 | 0.0% | 0.43% | -1.2% |
| Q3 2021 | $1,171,000 | +1.1% | 4,036 | 0.0% | 0.43% | +7.5% |
| Q2 2021 | $1,158,000 | +11.7% | 4,036 | 0.0% | 0.40% | +35.5% |
| Q1 2021 | $1,037,000 | +1.5% | 4,036 | 0.0% | 0.30% | -7.2% |
| Q4 2020 | $1,022,000 | +136.6% | 4,036 | +25.6% | 0.32% | -16.1% |
| Q4 2018 | $432,000 | – | 3,214 | – | 0.38% | – |
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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% |