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 | $18,161,507 | -2.9% | 66,694 | +0.9% | 4.67% | +2.0% |
| Q2 2023 | $18,699,505 | +15.2% | 66,085 | +1.5% | 4.58% | +9.3% |
| Q1 2023 | $16,238,859 | +18.5% | 65,101 | +1.3% | 4.19% | +12.3% |
| Q4 2022 | $13,702,413 | -0.6% | 64,297 | -0.3% | 3.73% | -2.4% |
| Q3 2022 | $13,791,000 | +1.9% | 64,460 | +6.2% | 3.82% | +5.2% |
| Q2 2022 | $13,530,000 | -17.5% | 60,703 | +6.5% | 3.63% | -6.0% |
| Q1 2022 | $16,394,000 | -8.2% | 57,003 | +2.4% | 3.86% | -5.8% |
| Q4 2021 | $17,867,000 | +9.4% | 55,680 | -1.1% | 4.10% | -0.6% |
| Q3 2021 | $16,333,000 | +0.9% | 56,288 | -0.3% | 4.13% | -0.1% |
| Q2 2021 | $16,195,000 | +13.7% | 56,467 | +1.9% | 4.13% | +4.2% |
| Q1 2021 | $14,243,000 | -2.1% | 55,413 | -3.5% | 3.96% | -10.3% |
| Q4 2020 | $14,555,000 | +11.8% | 57,452 | +0.5% | 4.42% | -3.3% |
| Q3 2020 | $13,013,000 | +6.4% | 57,176 | -4.4% | 4.57% | -0.4% |
| Q2 2020 | $12,229,000 | +36.0% | 59,830 | -0.5% | 4.59% | +7.4% |
| Q1 2020 | $8,993,000 | -0.1% | 60,103 | +23.3% | 4.27% | +41.9% |
| Q4 2019 | $9,006,000 | +21.0% | 48,738 | +7.8% | 3.01% | +11.4% |
| Q3 2019 | $7,440,000 | +2.0% | 45,194 | +2.3% | 2.70% | -1.0% |
| Q2 2019 | $7,295,000 | +4.9% | 44,195 | +0.5% | 2.73% | -3.2% |
| Q1 2019 | $6,954,000 | +18.3% | 43,966 | +0.9% | 2.82% | +5.1% |
| Q4 2018 | $5,878,000 | – | 43,573 | – | 2.68% | – |
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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% |