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 | $271,193 | -3.7% | 996 | 0.0% | 0.17% | -6.0% |
| Q2 2023 | $281,727 | +14.6% | 996 | +1.1% | 0.18% | +11.7% |
| Q1 2023 | $245,879 | +16.2% | 985 | -0.8% | 0.16% | +18.1% |
| Q4 2022 | $211,627 | -25.0% | 993 | -24.7% | 0.14% | -23.8% |
| Q3 2022 | $282,000 | -18.3% | 1,319 | -14.8% | 0.18% | -14.2% |
| Q2 2022 | $345,000 | +16.2% | 1,549 | +50.0% | 0.21% | +31.1% |
| Q1 2022 | $297,000 | -26.7% | 1,033 | -18.2% | 0.16% | -22.6% |
| Q4 2021 | $405,000 | +0.7% | 1,263 | -8.9% | 0.21% | -8.0% |
| Q3 2021 | $402,000 | +28.8% | 1,387 | +27.7% | 0.23% | +24.2% |
| Q2 2021 | $312,000 | +11.8% | 1,086 | 0.0% | 0.18% | +5.2% |
| Q1 2021 | $279,000 | +1.5% | 1,086 | +0.1% | 0.17% | -3.9% |
| Q4 2020 | $275,000 | -20.5% | 1,085 | -28.6% | 0.18% | -25.3% |
| Q3 2020 | $346,000 | +18.5% | 1,519 | +5.3% | 0.24% | +15.9% |
| Q2 2020 | $292,000 | +29.2% | 1,443 | +0.1% | 0.21% | +27.6% |
| Q1 2020 | $226,000 | -13.7% | 1,441 | 0.0% | 0.16% | -2.4% |
| Q4 2019 | $262,000 | – | 1,441 | – | 0.17% | – |
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% |