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 | $629,308 | +14.1% | 2,311 | +18.5% | 0.35% | +15.5% |
| Q2 2023 | $551,772 | +10.1% | 1,950 | -2.9% | 0.30% | +48.3% |
| Q1 2023 | $501,125 | +15.4% | 2,009 | -1.4% | 0.20% | -1.4% |
| Q4 2022 | $434,146 | -7.2% | 2,037 | -1.5% | 0.21% | -16.8% |
| Q3 2022 | $468,000 | -2.5% | 2,068 | -0.3% | 0.25% | -9.4% |
| Q2 2022 | $480,000 | -17.1% | 2,074 | +3.3% | 0.28% | -7.7% |
| Q1 2022 | $579,000 | -75.5% | 2,008 | -72.7% | 0.30% | -74.2% |
| Q4 2021 | $2,362,000 | +217.9% | 7,360 | +187.5% | 1.16% | +141.2% |
| Q3 2021 | $743,000 | +39.7% | 2,560 | +37.9% | 0.48% | +36.0% |
| Q2 2021 | $532,000 | +38.5% | 1,856 | +24.2% | 0.35% | +13.5% |
| Q1 2021 | $384,000 | +9.7% | 1,494 | +8.2% | 0.31% | -4.6% |
| Q4 2020 | $350,000 | – | 1,381 | – | 0.33% | – |
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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% |