VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,281,000 | +19.7% | 3,992 | +8.3% | 0.60% | +5.3% |
| Q3 2021 | $1,070,000 | +23.1% | 3,686 | +21.7% | 0.57% | +21.5% |
| Q2 2021 | $869,000 | +40.6% | 3,029 | +26.1% | 0.47% | +28.7% |
| Q1 2021 | $618,000 | -19.4% | 2,403 | -20.6% | 0.36% | -28.6% |
| Q4 2020 | $767,000 | +143.5% | 3,028 | +118.8% | 0.51% | +114.8% |
| Q3 2020 | $315,000 | -43.6% | 1,384 | -49.9% | 0.24% | -48.7% |
| Q2 2020 | $559,000 | +37.7% | 2,764 | +24.2% | 0.46% | +39.4% |
| Q4 2019 | $406,000 | – | 2,226 | – | 0.33% | – |
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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% |