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 | $293,341 | +4.8% | 1,077 | +8.9% | 0.07% | +13.6% |
| Q2 2023 | $279,885 | +8.9% | 989 | -4.0% | 0.06% | +3.5% |
| Q1 2023 | $256,930 | +23.9% | 1,030 | +5.9% | 0.06% | +14.0% |
| Q4 2022 | $207,336 | -0.3% | 973 | 0.0% | 0.05% | -10.7% |
| Q3 2022 | $208,000 | 0.0% | 973 | +4.3% | 0.06% | -1.8% |
| Q2 2022 | $208,000 | -26.8% | 933 | -5.6% | 0.06% | -16.2% |
| Q1 2022 | $284,000 | -52.1% | 988 | -46.6% | 0.07% | -54.1% |
| Q4 2021 | $593,000 | +54.8% | 1,849 | +10.0% | 0.15% | -46.6% |
| Q3 2021 | $383,000 | -23.7% | 1,681 | -3.9% | 0.28% | +93.7% |
| Q2 2021 | $502,000 | -15.1% | 1,749 | -23.9% | 0.14% | -36.2% |
| Q1 2021 | $591,000 | +1.5% | 2,299 | 0.0% | 0.22% | -37.3% |
| Q4 2020 | $582,000 | +52.0% | 2,299 | +36.8% | 0.36% | +28.9% |
| Q3 2020 | $383,000 | +67.2% | 1,681 | +48.6% | 0.28% | +47.3% |
| Q2 2020 | $229,000 | +717.9% | 1,131 | +524.9% | 0.19% | +571.4% |
| Q1 2020 | $28,000 | – | 181 | – | 0.03% | – |
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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% |