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 | $1,653,507 | -1.8% | 5,949 | 0.0% | 0.22% | -0.9% |
| Q2 2023 | $1,683,246 | +13.5% | 5,949 | +0.0% | 0.23% | -1.3% |
| Q1 2023 | $1,483,470 | +7.7% | 5,947 | -8.0% | 0.23% | +8.5% |
| Q4 2022 | $1,377,057 | +3.3% | 6,462 | +3.7% | 0.21% | -4.5% |
| Q3 2022 | $1,333,000 | -5.7% | 6,231 | -1.8% | 0.22% | +2.8% |
| Q2 2022 | $1,414,000 | -22.5% | 6,345 | +0.0% | 0.22% | -15.3% |
| Q1 2022 | $1,825,000 | -10.3% | 6,344 | +0.0% | 0.26% | -11.8% |
| Q4 2021 | $2,035,000 | +10.2% | 6,343 | -0.3% | 0.29% | -1.0% |
| Q3 2021 | $1,846,000 | +1.9% | 6,361 | +0.7% | 0.29% | +0.7% |
| Q2 2021 | $1,811,000 | +9.4% | 6,314 | -1.9% | 0.29% | +2.1% |
| Q1 2021 | $1,655,000 | +9.5% | 6,439 | +7.9% | 0.28% | +0.7% |
| Q4 2020 | $1,511,000 | +17.4% | 5,965 | +5.5% | 0.28% | -1.1% |
| Q3 2020 | $1,287,000 | +30.7% | 5,653 | +15.9% | 0.28% | +23.4% |
| Q2 2020 | $985,000 | +50.6% | 4,876 | +16.8% | 0.23% | +31.2% |
| Q1 2020 | $654,000 | -13.9% | 4,173 | 0.0% | 0.18% | +10.0% |
| Q4 2019 | $760,000 | +6.7% | 4,173 | 0.0% | 0.16% | +1.9% |
| Q3 2019 | $712,000 | +76.2% | 4,173 | +68.7% | 0.16% | +65.3% |
| Q2 2019 | $404,000 | +30.3% | 2,473 | +24.8% | 0.10% | +23.4% |
| Q1 2019 | $310,000 | – | 1,981 | – | 0.08% | – |
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% |