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 | $4,272,885 | -3.5% | 15,691 | +0.3% | 0.98% | -1.2% |
| Q2 2023 | $4,427,253 | +11.9% | 15,646 | -1.3% | 0.99% | +6.5% |
| Q1 2023 | $3,955,618 | +17.5% | 15,858 | -0.3% | 0.93% | -21.1% |
| Q4 2022 | $3,365,309 | -2.2% | 15,903 | -1.1% | 1.18% | -12.9% |
| Q3 2022 | $3,440,000 | -16.5% | 16,079 | +0.7% | 1.35% | -3.3% |
| Q2 2022 | $4,122,000 | -12.8% | 15,963 | -2.9% | 1.40% | -1.3% |
| Q1 2022 | $4,728,000 | -11.7% | 16,441 | -1.5% | 1.42% | -10.3% |
| Q4 2021 | $5,354,000 | -2.1% | 16,684 | -2.1% | 1.58% | -3.4% |
| Q3 2021 | $5,471,000 | +6.5% | 17,046 | -2.0% | 1.63% | +1.4% |
| Q2 2021 | $5,135,000 | +1.4% | 17,386 | -5.7% | 1.61% | +0.5% |
| Q1 2021 | $5,065,000 | +5.7% | 18,431 | -2.6% | 1.60% | -11.6% |
| Q4 2020 | $4,793,000 | – | 18,920 | – | 1.81% | – |
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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% |