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 | $551,933 | +9.6% | 2,027 | +13.9% | 0.05% | +9.3% |
| Q2 2023 | $503,512 | +1.6% | 1,779 | -10.4% | 0.04% | -4.4% |
| Q1 2023 | $495,405 | +20.5% | 1,986 | +3.0% | 0.04% | +12.5% |
| Q4 2022 | $411,166 | -0.4% | 1,929 | 0.0% | 0.04% | -9.1% |
| Q3 2022 | $413,000 | -23.8% | 1,929 | -20.6% | 0.04% | -24.1% |
| Q2 2022 | $542,000 | -7.0% | 2,431 | +20.0% | 0.06% | -4.9% |
| Q1 2022 | $583,000 | -10.2% | 2,026 | +0.1% | 0.06% | -7.6% |
| Q4 2021 | $649,000 | +2.5% | 2,023 | -7.3% | 0.07% | -7.0% |
| Q3 2021 | $633,000 | +1.1% | 2,182 | 0.0% | 0.07% | -2.7% |
| Q2 2021 | $626,000 | +10.0% | 2,182 | -1.4% | 0.07% | -5.2% |
| Q1 2021 | $569,000 | -4.2% | 2,212 | -5.7% | 0.08% | -13.5% |
| Q4 2020 | $594,000 | – | 2,345 | – | 0.09% | – |
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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% |