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 | $2,779,052 | -7.9% | 10,205 | -4.3% | 0.27% | -5.9% |
| Q2 2023 | $3,015,872 | +4.2% | 10,658 | -8.1% | 0.29% | -4.6% |
| Q1 2023 | $2,893,258 | +21.1% | 11,599 | +3.4% | 0.30% | +16.2% |
| Q4 2022 | $2,389,618 | -15.4% | 11,213 | -15.1% | 0.26% | -16.9% |
| Q3 2022 | $2,826,000 | -4.0% | 13,211 | +0.0% | 0.31% | +2.3% |
| Q2 2022 | $2,944,000 | -25.9% | 13,207 | -4.4% | 0.31% | -13.8% |
| Q1 2022 | $3,974,000 | -11.5% | 13,817 | -1.3% | 0.36% | -10.6% |
| Q4 2021 | $4,491,000 | +7.0% | 13,995 | +3.1% | 0.40% | +5.6% |
| Q3 2021 | $4,198,000 | +8.8% | 13,569 | +0.8% | 0.38% | -32.3% |
| Q2 2021 | $3,858,000 | +51.2% | 13,456 | +35.5% | 0.56% | +80.8% |
| Q1 2021 | $2,552,000 | +5.1% | 9,928 | +3.5% | 0.31% | -3.8% |
| Q4 2020 | $2,429,000 | +21.1% | 9,589 | +8.8% | 0.32% | -12.6% |
| Q3 2020 | $2,005,000 | +3.2% | 8,810 | -28.9% | 0.36% | -37.4% |
| Q1 2020 | $1,943,000 | +242.7% | 12,399 | +298.7% | 0.58% | +281.0% |
| Q4 2019 | $567,000 | – | 3,110 | – | 0.15% | – |
Download | ||||||
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% |