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 | $1,674,162 | -6.8% | 6,148 | -3.1% | 0.93% | -1.1% |
| Q2 2023 | $1,795,665 | +11.6% | 6,346 | -1.6% | 0.94% | +7.8% |
| Q1 2023 | $1,608,640 | +11.1% | 6,449 | -5.1% | 0.87% | +2.5% |
| Q4 2022 | $1,447,444 | -5.7% | 6,792 | -5.4% | 0.85% | -14.8% |
| Q3 2022 | $1,535,000 | -21.0% | 7,176 | -15.0% | 1.00% | -17.8% |
| Q2 2022 | $1,943,000 | -36.2% | 8,442 | -20.3% | 1.21% | -39.0% |
| Q1 2022 | $3,047,000 | -1.3% | 10,593 | -1.0% | 1.99% | -11.0% |
| Q4 2021 | $3,087,000 | -4.7% | 10,704 | -4.1% | 2.24% | -1.0% |
| Q3 2021 | $3,238,000 | -1.6% | 11,159 | -2.7% | 2.26% | -2.9% |
| Q2 2021 | $3,291,000 | +55.5% | 11,473 | +39.4% | 2.33% | +35.1% |
| Q1 2021 | $2,116,000 | -25.4% | 8,233 | -26.5% | 1.72% | -23.5% |
| Q4 2020 | $2,836,000 | – | 11,196 | – | 2.25% | – |
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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% |