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 | $290,827 | -2.9% | 1,068 | +0.9% | 0.12% | 0.0% |
| Q2 2023 | $299,372 | +18.1% | 1,058 | +4.1% | 0.12% | +18.8% |
| Q1 2023 | $253,431 | +19.4% | 1,016 | +2.0% | 0.10% | +13.5% |
| Q4 2022 | $212,258 | +4.6% | 996 | +9.3% | 0.09% | +2.3% |
| Q3 2022 | $203,000 | 0.0% | 911 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $203,000 | -24.0% | 911 | -1.8% | 0.09% | -13.0% |
| Q1 2022 | $267,000 | -6.0% | 928 | +4.7% | 0.10% | -5.7% |
| Q4 2021 | $284,000 | +1.1% | 886 | -8.7% | 0.11% | +1.0% |
| Q3 2021 | $281,000 | -1.7% | 970 | -2.9% | 0.10% | +1.0% |
| Q2 2021 | $286,000 | +23.8% | 999 | +11.2% | 0.10% | +10.6% |
| Q1 2021 | $231,000 | -30.8% | 898 | -31.9% | 0.09% | -35.6% |
| Q4 2020 | $334,000 | +62.9% | 1,319 | +46.7% | 0.15% | +39.0% |
| Q3 2020 | $205,000 | -53.6% | 899 | -62.9% | 0.10% | -63.3% |
| Q4 2019 | $442,000 | +1.8% | 2,425 | -7.1% | 0.29% | -8.3% |
| Q3 2019 | $434,000 | +77.1% | 2,611 | +70.8% | 0.31% | +100.0% |
| Q1 2019 | $245,000 | +45.8% | 1,529 | +22.5% | 0.16% | +21.9% |
| Q4 2018 | $168,000 | – | 1,248 | – | 0.13% | – |
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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% |