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 | $16,688,406 | +161.4% | 61,285 | +171.7% | 3.90% | +155.5% |
| Q2 2023 | $6,383,329 | +95.5% | 22,559 | +72.4% | 1.53% | +17.2% |
| Q1 2023 | $3,264,555 | +5.2% | 13,088 | -9.7% | 1.30% | +3.2% |
| Q4 2022 | $3,102,171 | -33.2% | 14,486 | -34.3% | 1.26% | -40.4% |
| Q3 2022 | $4,643,000 | +25.0% | 22,054 | +42.4% | 2.12% | +27.9% |
| Q2 2022 | $3,715,000 | -89.2% | 15,491 | -88.6% | 1.66% | -87.4% |
| Q1 2022 | $34,527,000 | -15.1% | 136,397 | +8.4% | 13.10% | -4.4% |
| Q4 2021 | $40,645,000 | +15.7% | 125,801 | +9.1% | 13.70% | +3.8% |
| Q3 2021 | $35,131,000 | +905.8% | 115,335 | +857.7% | 13.20% | +773.8% |
| Q2 2021 | $3,493,000 | +36.5% | 12,043 | +21.0% | 1.51% | +17.9% |
| Q1 2021 | $2,559,000 | +114.3% | 9,956 | +111.3% | 1.28% | +63.8% |
| Q4 2020 | $1,194,000 | – | 4,712 | – | 0.78% | – |
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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% |