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 | $8,064,849 | +40.4% | 29,616 | +45.9% | 2.30% | +45.3% |
| Q2 2023 | $5,742,365 | +145.3% | 20,294 | +116.3% | 1.59% | +133.9% |
| Q1 2023 | $2,340,613 | +135.0% | 9,383 | +100.7% | 0.68% | +113.2% |
| Q4 2022 | $996,086 | -44.6% | 4,674 | -44.4% | 0.32% | -44.9% |
| Q3 2022 | $1,797,000 | -7.7% | 8,401 | -3.8% | 0.58% | +0.3% |
| Q2 2022 | $1,946,000 | -37.9% | 8,729 | -19.8% | 0.58% | -7.0% |
| Q1 2022 | $3,132,000 | -33.3% | 10,890 | -25.6% | 0.62% | -37.5% |
| Q4 2021 | $4,698,000 | +7.0% | 14,640 | -3.3% | 0.99% | +7.4% |
| Q3 2021 | $4,392,000 | +3.1% | 15,137 | +2.0% | 0.92% | +5.7% |
| Q2 2021 | $4,258,000 | +17.6% | 14,845 | +5.4% | 0.87% | -1.2% |
| Q1 2021 | $3,621,000 | +28.2% | 14,087 | +26.3% | 0.88% | +17.8% |
| Q4 2020 | $2,825,000 | +38.2% | 11,150 | +27.0% | 0.75% | +28.5% |
| Q3 2020 | $2,044,000 | +40.9% | 8,782 | +22.3% | 0.58% | +16.4% |
| Q2 2020 | $1,451,000 | +78.7% | 7,182 | +56.6% | 0.50% | +46.1% |
| Q1 2020 | $812,000 | +96.6% | 4,585 | +102.1% | 0.34% | +138.2% |
| Q4 2019 | $413,000 | – | 2,269 | – | 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% |