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 | $377,939 | +48.1% | 1,388 | +53.9% | 0.04% | +44.0% |
Q2 2023 | $255,230 | +13.4% | 902 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $224,995 | +12.5% | 902 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $200,000 | -2.0% | 902 | 0.0% | 0.02% | -13.8% |
Q2 2022 | $204,000 | -21.2% | 902 | 0.0% | 0.03% | -23.7% |
Q1 2022 | $259,000 | -10.4% | 902 | 0.0% | 0.04% | -19.1% |
Q4 2021 | $289,000 | +10.3% | 902 | 0.0% | 0.05% | 0.0% |
Q3 2021 | $262,000 | +1.2% | 902 | 0.0% | 0.05% | -21.7% |
Q2 2021 | $259,000 | +11.6% | 902 | 0.0% | 0.06% | -42.3% |
Q1 2021 | $232,000 | +1.3% | 902 | 0.0% | 0.10% | -46.9% |
Q4 2020 | $229,000 | – | 902 | – | 0.20% | – |
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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% |