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 | $96,398,557 | +16.2% | 354,003 | +20.8% | 0.95% | +14.2% |
| Q2 2023 | $82,942,650 | +14.1% | 293,125 | +0.6% | 0.83% | +5.3% |
| Q1 2023 | $72,707,977 | -33.8% | 291,485 | -43.4% | 0.79% | -19.3% |
| Q4 2022 | $109,840,730 | -99.9% | 515,418 | -36.1% | 0.98% | +5.7% |
| Q3 2022 | $86,344,258,000 | +85420.7% | 806,340 | +78.0% | 0.92% | -11.1% |
| Q2 2022 | $100,963,000 | +18.2% | 452,971 | +52.5% | 1.04% | +16.6% |
| Q1 2022 | $85,410,000 | -11.0% | 296,974 | -0.7% | 0.89% | -8.3% |
| Q4 2021 | $95,969,000 | +7.5% | 299,062 | -2.8% | 0.97% | +8.9% |
| Q3 2021 | $89,235,000 | +3.7% | 307,528 | +2.5% | 0.89% | -8.6% |
| Q2 2021 | $86,034,000 | +15.3% | 299,970 | +3.3% | 0.98% | +3.0% |
| Q1 2021 | $74,639,000 | -17.4% | 290,379 | -18.7% | 0.95% | -9.5% |
| Q4 2020 | $90,335,000 | -99.8% | 357,239 | +50.4% | 1.05% | +3.6% |
| Q3 2020 | $54,155,000,000 | – | 237,569 | – | 1.01% | – |
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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% |