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 | $527,737 | -3.8% | 1,938 | 0.0% | 0.21% | 0.0% |
| Q2 2023 | $548,376 | +32.8% | 1,938 | 0.0% | 0.21% | +20.0% |
| Q4 2022 | $413,007 | -1.4% | 1,938 | -1.1% | 0.18% | -6.4% |
| Q3 2022 | $419,000 | -4.1% | 1,960 | 0.0% | 0.19% | -8.8% |
| Q2 2022 | $437,000 | -24.9% | 1,960 | -3.2% | 0.20% | -13.1% |
| Q1 2022 | $582,000 | -10.5% | 2,024 | 0.0% | 0.24% | -7.1% |
| Q4 2021 | $650,000 | +9.8% | 2,024 | -0.8% | 0.25% | +4.1% |
| Q3 2021 | $592,000 | +64.9% | 2,040 | +62.8% | 0.24% | +70.6% |
| Q2 2021 | $359,000 | +5.6% | 1,253 | -5.3% | 0.14% | 0.0% |
| Q1 2021 | $340,000 | +4.0% | 1,323 | +2.5% | 0.14% | -0.7% |
| Q4 2020 | $327,000 | +58.7% | 1,291 | +42.3% | 0.14% | +18.0% |
| Q3 2020 | $206,000 | – | 907 | – | 0.12% | – |
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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% |