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 | $5,948,071 | -1.4% | 21,843 | +2.4% | 0.48% | -0.2% |
| Q2 2023 | $6,033,269 | +10.1% | 21,322 | -2.9% | 0.48% | +4.1% |
| Q1 2023 | $5,479,718 | +134802.0% | 21,968 | +15.2% | 0.46% | +23.7% |
| Q4 2022 | $4,062 | -99.9% | 19,062 | +37.4% | 0.38% | +21.8% |
| Q3 2022 | $2,969,000 | -20.6% | 13,878 | -17.3% | 0.31% | -8.3% |
| Q2 2022 | $3,741,000 | -23.2% | 16,783 | -0.9% | 0.34% | -14.3% |
| Q1 2022 | $4,868,000 | -12.2% | 16,927 | -2.0% | 0.39% | -13.8% |
| Q4 2021 | $5,545,000 | +2.9% | 17,281 | -7.0% | 0.46% | -18.0% |
| Q3 2021 | $5,389,000 | -4.0% | 18,572 | -5.1% | 0.56% | -1.6% |
| Q2 2021 | $5,615,000 | +12.0% | 19,577 | +0.4% | 0.56% | +7.0% |
| Q1 2021 | $5,012,000 | +452.6% | 19,498 | +444.3% | 0.53% | +416.7% |
| Q4 2020 | $907,000 | +61.1% | 3,582 | +44.7% | 0.10% | +29.1% |
| Q3 2020 | $563,000 | +54.2% | 2,475 | +37.1% | 0.08% | +41.1% |
| Q2 2020 | $365,000 | +7.7% | 1,805 | -16.6% | 0.06% | -12.5% |
| Q1 2020 | $339,000 | -20.0% | 2,163 | -7.1% | 0.06% | -15.8% |
| Q4 2019 | $424,000 | – | 2,329 | – | 0.08% | – |
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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% |