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 | $3,891,582 | -3.8% | 14,291 | 0.0% | 0.25% | +8.6% |
| Q2 2023 | $4,043,781 | +13.4% | 14,291 | 0.0% | 0.23% | +5.5% |
| Q1 2023 | $3,564,747 | +262.5% | 14,291 | +209.7% | 0.22% | +218.8% |
| Q4 2022 | $983,503 | +1.7% | 4,615 | +2.1% | 0.07% | -13.8% |
| Q3 2022 | $967,000 | -20.8% | 4,521 | -17.5% | 0.08% | -24.5% |
| Q2 2022 | $1,221,000 | +16.7% | 5,479 | +50.6% | 0.11% | +47.2% |
| Q1 2022 | $1,046,000 | -9.3% | 3,637 | +1.2% | 0.07% | -12.2% |
| Q4 2021 | $1,153,000 | +10.5% | 3,594 | 0.0% | 0.08% | -1.2% |
| Q3 2021 | $1,043,000 | +1.2% | 3,594 | 0.0% | 0.08% | +1.2% |
| Q2 2021 | $1,031,000 | +6.2% | 3,594 | -4.9% | 0.08% | +1.2% |
| Q1 2021 | $971,000 | -10.3% | 3,779 | -11.5% | 0.08% | -11.0% |
| Q4 2020 | $1,082,000 | +11.4% | 4,269 | +0.0% | 0.09% | -6.2% |
| Q3 2020 | $971,000 | +3.4% | 4,267 | -8.2% | 0.10% | -1.0% |
| Q2 2020 | $939,000 | +29.0% | 4,647 | +0.0% | 0.10% | +12.6% |
| Q1 2020 | $728,000 | -74.0% | 4,645 | -69.7% | 0.09% | -68.0% |
| Q4 2019 | $2,795,000 | +9.6% | 15,345 | +0.0% | 0.27% | +5.4% |
| Q3 2019 | $2,551,000 | +1.8% | 15,344 | +0.0% | 0.26% | +7.1% |
| Q2 2019 | $2,507,000 | +4.5% | 15,341 | +0.0% | 0.24% | +2.1% |
| Q1 2019 | $2,399,000 | +15.8% | 15,339 | -0.5% | 0.24% | +4.9% |
| Q4 2018 | $2,071,000 | – | 15,418 | – | 0.22% | – |
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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% |