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 | $640,474 | -3.8% | 2,352 | 0.0% | 0.16% | -0.6% |
| Q2 2023 | $665,522 | +13.4% | 2,352 | 0.0% | 0.16% | +9.5% |
| Q1 2023 | $586,683 | +17.0% | 2,352 | 0.0% | 0.15% | +14.0% |
| Q4 2022 | $501,235 | -0.4% | 2,352 | 0.0% | 0.13% | -9.2% |
| Q3 2022 | $503,000 | -4.0% | 2,352 | 0.0% | 0.14% | +2.2% |
| Q2 2022 | $524,000 | -22.5% | 2,352 | 0.0% | 0.14% | -11.5% |
| Q1 2022 | $676,000 | -10.5% | 2,352 | 0.0% | 0.16% | -14.2% |
| Q4 2021 | $755,000 | +10.7% | 2,352 | 0.0% | 0.18% | -3.7% |
| Q3 2021 | $682,000 | -25.5% | 2,352 | -26.3% | 0.19% | -26.6% |
| Q2 2021 | $915,000 | +11.6% | 3,192 | 0.0% | 0.26% | -4.8% |
| Q1 2021 | $820,000 | +1.4% | 3,192 | 0.0% | 0.27% | -7.8% |
| Q4 2020 | $809,000 | +11.3% | 3,192 | 0.0% | 0.30% | -5.4% |
| Q3 2020 | $727,000 | – | 3,192 | – | 0.31% | – |
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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% |