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 | $70,100,943 | -6.4% | 257,431 | -2.7% | 8.23% | -1.8% |
| Q2 2023 | $74,869,851 | +3.2% | 264,595 | -9.1% | 8.38% | -1.1% |
| Q1 2023 | $72,568,501 | +13.8% | 290,928 | -2.8% | 8.47% | +6.8% |
| Q4 2022 | $63,758,751 | +18.0% | 299,181 | +18.5% | 7.93% | +8.1% |
| Q3 2022 | $54,015,000 | -2.2% | 252,469 | +1.9% | 7.33% | +3.7% |
| Q2 2022 | $55,236,000 | +4188.5% | 247,819 | +5432.9% | 7.07% | +4708.2% |
| Q1 2022 | $1,288,000 | -10.3% | 4,479 | +0.1% | 0.15% | -6.4% |
| Q4 2021 | $1,436,000 | +13.5% | 4,475 | +2.6% | 0.16% | +6.8% |
| Q3 2021 | $1,265,000 | -5.0% | 4,361 | -6.1% | 0.15% | -5.2% |
| Q2 2021 | $1,332,000 | -20.1% | 4,644 | -28.4% | 0.16% | -37.0% |
| Q1 2021 | $1,667,000 | +7.2% | 6,485 | +5.6% | 0.25% | +3.8% |
| Q4 2020 | $1,555,000 | +12.4% | 6,139 | +1.0% | 0.24% | +2.6% |
| Q3 2020 | $1,383,000 | -4.8% | 6,079 | -15.4% | 0.23% | -10.5% |
| Q2 2020 | $1,452,000 | +63.0% | 7,186 | +26.2% | 0.26% | +40.2% |
| Q1 2020 | $891,000 | +30.1% | 5,692 | +51.2% | 0.18% | +47.2% |
| Q4 2019 | $685,000 | +9.8% | 3,765 | +0.2% | 0.12% | +5.9% |
| Q3 2019 | $624,000 | +2.1% | 3,756 | +0.4% | 0.12% | -3.3% |
| Q2 2019 | $611,000 | +11.1% | 3,740 | +6.2% | 0.12% | +6.1% |
| Q1 2019 | $550,000 | +653.4% | 3,522 | +545.1% | 0.12% | +618.8% |
| Q4 2018 | $73,000 | – | 546 | – | 0.02% | – |
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% |