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 | $863,993 | -10.5% | 3,173 | -7.0% | 0.23% | -9.7% |
| Q2 2023 | $965,510 | -14.1% | 3,412 | -24.3% | 0.26% | -24.0% |
| Q1 2023 | $1,124,054 | +10.9% | 4,506 | -5.3% | 0.34% | +1.8% |
| Q4 2022 | $1,013,570 | -8.9% | 4,756 | -8.5% | 0.34% | -17.9% |
| Q3 2022 | $1,112,000 | +7.5% | 5,197 | +44.6% | 0.41% | +24.4% |
| Q2 2022 | $1,034,000 | 0.0% | 3,595 | 0.0% | 0.33% | 0.0% |
| Q1 2022 | $1,034,000 | +50.9% | 3,595 | +68.3% | 0.33% | +39.0% |
| Q4 2021 | $685,000 | +37.8% | 2,136 | +24.6% | 0.24% | +16.3% |
| Q3 2021 | $497,000 | +2.5% | 1,714 | +1.4% | 0.20% | -8.6% |
| Q2 2021 | $485,000 | +17.4% | 1,690 | +5.2% | 0.22% | +1.4% |
| Q1 2021 | $413,000 | -7.4% | 1,607 | -8.8% | 0.22% | -17.4% |
| Q4 2020 | $446,000 | +7.2% | 1,762 | -3.6% | 0.26% | -19.0% |
| Q3 2020 | $416,000 | -45.1% | 1,828 | -2.6% | 0.33% | +13.9% |
| Q2 2020 | $758,000 | +119.7% | 1,877 | -14.8% | 0.29% | -8.9% |
| Q1 2020 | $345,000 | -23.8% | 2,204 | -19.1% | 0.32% | 0.0% |
| Q4 2019 | $453,000 | 0.0% | 2,724 | 0.0% | 0.32% | +0.6% |
| Q3 2019 | $453,000 | +2.3% | 2,724 | +0.4% | 0.31% | 0.0% |
| Q2 2019 | $443,000 | -2.2% | 2,714 | -6.3% | 0.31% | -7.1% |
| Q1 2019 | $453,000 | +25.1% | 2,898 | +7.4% | 0.34% | +8.0% |
| Q4 2018 | $362,000 | – | 2,698 | – | 0.31% | – |
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% |