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 | $4,571,738 | -35.6% | 16,789 | -33.1% | 0.30% | -31.6% |
| Q2 2023 | $7,102,001 | +61.0% | 25,099 | +41.9% | 0.43% | +51.4% |
| Q1 2023 | $4,411,334 | -32.9% | 17,685 | -42.7% | 0.29% | -38.4% |
| Q4 2022 | $6,571,736 | +99231.0% | 30,837 | -0.3% | 0.46% | -10.3% |
| Q3 2022 | $6,616 | +58.4% | 30,923 | +65.0% | 0.52% | +56.7% |
| Q2 2022 | $4,178 | -21.1% | 18,746 | +1.8% | 0.33% | -7.8% |
| Q1 2022 | $5,297 | -5.2% | 18,418 | +5.8% | 0.36% | -17.3% |
| Q4 2021 | $5,585 | +23.6% | 17,404 | +11.8% | 0.43% | -1.8% |
| Q3 2021 | $4,519 | +8.6% | 15,572 | +7.4% | 0.44% | -10.7% |
| Q2 2021 | $4,160 | +10.0% | 14,504 | -1.4% | 0.49% | -16.0% |
| Q1 2021 | $3,781 | -5.5% | 14,708 | -6.9% | 0.59% | -26.2% |
| Q4 2020 | $4,002 | +13.2% | 15,798 | +1.7% | 0.80% | -5.7% |
| Q3 2020 | $3,536 | -99.9% | 15,536 | +4.0% | 0.84% | +10.0% |
| Q2 2020 | $3,020,000 | +29.7% | 14,943 | +0.6% | 0.77% | +27.8% |
| Q1 2020 | $2,328,000 | -30.2% | 14,856 | -18.9% | 0.60% | -26.5% |
| Q4 2019 | $3,337,000 | -7.0% | 18,315 | -15.1% | 0.82% | -10.4% |
| Q3 2019 | $3,589,000 | -18.5% | 21,585 | -19.9% | 0.91% | -31.9% |
| Q2 2019 | $4,401,000 | -45.7% | 26,938 | -48.0% | 1.34% | -54.9% |
| Q1 2019 | $8,102,000 | +8.5% | 51,797 | -6.8% | 2.97% | -31.6% |
| Q4 2018 | $7,464,000 | – | 55,568 | – | 4.35% | – |
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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% |