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 | $32,218,714 | -3.7% | 115,816 | -1.4% | 14.01% | -2.2% |
| Q2 2023 | $33,467,304 | +116563.7% | 117,442 | +13.7% | 14.33% | +22.5% |
| Q1 2023 | $28,687 | +31.1% | 103,333 | 0.0% | 11.70% | +15.5% |
| Q4 2022 | $21,886 | -99.9% | 103,333 | +5.5% | 10.13% | -2.0% |
| Q3 2022 | $21,436,000 | +9.3% | 97,910 | +11.3% | 10.34% | +7.8% |
| Q2 2022 | $19,613,000 | -19.6% | 87,994 | +3.7% | 9.59% | -5.4% |
| Q1 2022 | $24,401,000 | -1.7% | 84,844 | +9.7% | 10.14% | -1.6% |
| Q4 2021 | $24,825,000 | +15.9% | 77,359 | +4.8% | 10.30% | +5.4% |
| Q3 2021 | $21,414,000 | +1.4% | 73,797 | +0.2% | 9.78% | -1.3% |
| Q2 2021 | $21,114,000 | +15.5% | 73,617 | +3.5% | 9.91% | +6.7% |
| Q1 2021 | $18,275,000 | +2.6% | 71,095 | +1.1% | 9.28% | -4.3% |
| Q4 2020 | $17,808,000 | +15.1% | 70,294 | +3.4% | 9.70% | -1.9% |
| Q3 2020 | $15,476,000 | +15.1% | 67,991 | +2.2% | 9.88% | +4.2% |
| Q2 2020 | $13,447,000 | +70.2% | 66,543 | +31.9% | 9.48% | +45.0% |
| Q1 2020 | $7,902,000 | -12.9% | 50,431 | +1.3% | 6.54% | -2.7% |
| Q4 2019 | $9,068,000 | +6.9% | 49,778 | -2.4% | 6.72% | +0.9% |
| Q3 2019 | $8,479,000 | +3.7% | 50,993 | +2.9% | 6.66% | -2.0% |
| Q2 2019 | $8,178,000 | +7.0% | 49,562 | +1.4% | 6.80% | +1.4% |
| Q1 2019 | $7,645,000 | +18.1% | 48,872 | +1.4% | 6.70% | +6.2% |
| Q4 2018 | $6,472,000 | – | 48,178 | – | 6.31% | – |
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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% |