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 | $705,645 | -73.1% | 2,591 | -72.1% | 0.23% | -54.6% |
| Q2 2023 | $2,624,842 | +9.2% | 9,276 | -3.8% | 0.51% | +4.5% |
| Q1 2023 | $2,404,438 | +10.8% | 9,639 | -5.4% | 0.49% | +5.4% |
| Q4 2022 | $2,170,837 | -18.8% | 10,186 | -18.5% | 0.47% | -25.4% |
| Q3 2022 | $2,674,000 | -4.7% | 12,498 | -0.8% | 0.62% | +9.3% |
| Q2 2022 | $2,807,000 | -13.8% | 12,593 | +11.2% | 0.57% | +5.1% |
| Q1 2022 | $3,256,000 | -11.2% | 11,320 | -0.9% | 0.54% | -7.2% |
| Q4 2021 | $3,665,000 | +38.9% | 11,422 | +9.7% | 0.59% | +5.4% |
| Q4 2020 | $2,639,000 | +100.8% | 10,416 | +80.4% | 0.56% | -4.8% |
| Q3 2020 | $1,314,000 | +12.6% | 5,774 | +0.0% | 0.58% | -4.1% |
| Q2 2020 | $1,167,000 | +29.1% | 5,773 | +0.0% | 0.61% | +2.9% |
| Q1 2020 | $904,000 | -14.4% | 5,771 | -0.5% | 0.59% | -11.2% |
| Q4 2019 | $1,056,000 | – | 5,798 | – | 0.67% | – |
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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% |