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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $358,095 | +4.9% | 1,201 | -3.9% | 0.18% | -5.4% |
| Q3 2023 | $341,507 | -14.7% | 1,250 | -11.7% | 0.19% | -18.1% |
| Q2 2023 | $400,570 | +14.8% | 1,416 | -0.1% | 0.23% | +8.1% |
| Q1 2023 | $348,961 | +16.6% | 1,417 | +0.1% | 0.21% | +3.4% |
| Q4 2022 | $299,196 | -19.4% | 1,416 | -13.5% | 0.20% | -24.3% |
| Q3 2022 | $371,000 | +6.0% | 1,637 | +7.0% | 0.27% | +11.2% |
| Q2 2022 | $350,000 | -9.8% | 1,530 | +9.1% | 0.24% | -4.4% |
| Q1 2022 | $388,000 | -7.2% | 1,402 | +2.3% | 0.25% | -7.7% |
| Q4 2021 | $418,000 | +22.9% | 1,371 | +22.5% | 0.27% | +10.1% |
| Q3 2021 | $340,000 | +4.3% | 1,119 | -1.6% | 0.25% | 0.0% |
| Q2 2021 | $326,000 | -4.1% | 1,137 | -11.7% | 0.25% | -11.4% |
| Q1 2021 | $340,000 | +104.8% | 1,287 | +94.1% | 0.28% | +75.0% |
| Q4 2020 | $166,000 | +12.9% | 663 | +2.8% | 0.16% | 0.0% |
| Q3 2020 | $147,000 | +11.4% | 645 | +0.2% | 0.16% | +8.8% |
| Q2 2020 | $132,000 | +10.9% | 644 | -13.2% | 0.15% | -0.7% |
| Q1 2020 | $119,000 | -5.6% | 742 | +7.1% | 0.15% | +21.3% |
| Q4 2019 | $126,000 | – | 693 | – | 0.12% | – |
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% |