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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $22,497,000 | +21.2% | 78,440 | +8.6% | 2.29% | +11.8% |
| Q1 2021 | $18,561,000 | +11.5% | 72,211 | +9.9% | 2.04% | +5.1% |
| Q4 2020 | $16,653,000 | +41.4% | 65,735 | +27.1% | 1.94% | +22.6% |
| Q3 2020 | $11,776,000 | +95.3% | 51,736 | +73.4% | 1.58% | +58.8% |
| Q2 2020 | $6,029,000 | +45.2% | 29,835 | +12.6% | 1.00% | +19.0% |
| Q1 2020 | $4,153,000 | -9.8% | 26,508 | +4.9% | 0.84% | +11.3% |
| Q4 2019 | $4,604,000 | +6.8% | 25,271 | -2.5% | 0.75% | -1.8% |
| Q3 2019 | $4,312,000 | +0.6% | 25,932 | -1.1% | 0.77% | -0.4% |
| Q2 2019 | $4,286,000 | -0.4% | 26,232 | -4.4% | 0.77% | -3.9% |
| Q1 2019 | $4,302,000 | +15.6% | 27,427 | -1.0% | 0.80% | +3.5% |
| Q4 2018 | $3,721,000 | – | 27,697 | – | 0.78% | – |
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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% |