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 | $570,762 | -0.3% | 2,096 | +3.6% | 0.34% | +0.6% |
| Q2 2023 | $572,428 | +13.4% | 2,023 | 0.0% | 0.33% | +6.7% |
| Q1 2023 | $504,617 | +17.0% | 2,023 | 0.0% | 0.31% | +20.5% |
| Q4 2022 | $431,122 | +10.0% | 2,023 | +10.4% | 0.26% | -33.9% |
| Q3 2022 | $392,000 | +36.6% | 1,833 | +42.3% | 0.39% | +38.5% |
| Q2 2022 | $287,000 | +29.9% | 1,288 | +63.7% | 0.28% | +24.1% |
| Q1 2022 | $221,000 | -12.6% | 787 | 0.0% | 0.23% | +19.4% |
| Q4 2021 | $253,000 | +11.0% | 787 | 0.0% | 0.19% | +12.4% |
| Q3 2021 | $228,000 | -0.9% | 787 | 0.0% | 0.17% | +2.4% |
| Q2 2021 | $230,000 | +34.5% | 787 | +20.3% | 0.17% | +24.8% |
| Q1 2021 | $171,000 | +11.8% | 654 | +8.6% | 0.13% | +14.7% |
| Q4 2020 | $153,000 | – | 602 | – | 0.12% | – |
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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% |