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 | $1,203,965 | -3.8% | 4,421 | 0.0% | 0.41% | -2.2% |
| Q2 2023 | $1,251,052 | +14.1% | 4,421 | +0.6% | 0.42% | +3.8% |
| Q1 2023 | $1,096,115 | +134.0% | 4,394 | +100.7% | 0.40% | +81.0% |
| Q4 2022 | $468,402 | +0.1% | 2,189 | 0.0% | 0.22% | +0.5% |
| Q3 2022 | $468,000 | +14.1% | 2,189 | +20.1% | 0.22% | -0.9% |
| Q2 2022 | $410,000 | -13.0% | 1,822 | +11.2% | 0.22% | -5.1% |
| Q1 2022 | $471,000 | +47.2% | 1,638 | +64.5% | 0.23% | +46.2% |
| Q4 2021 | $320,000 | -4.5% | 996 | -13.7% | 0.16% | -15.8% |
| Q3 2021 | $335,000 | -2.0% | 1,154 | 0.0% | 0.19% | -0.5% |
| Q2 2021 | $342,000 | +15.2% | 1,154 | 0.0% | 0.19% | -2.6% |
| Q1 2021 | $297,000 | +3.8% | 1,154 | +2.4% | 0.20% | -8.0% |
| Q4 2020 | $286,000 | +38.2% | 1,127 | +23.7% | 0.21% | +0.5% |
| Q3 2020 | $207,000 | +47.9% | 911 | +3.4% | 0.21% | +47.2% |
| Q1 2020 | $140,000 | – | 881 | – | 0.14% | – |
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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% |