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 | $647,144 | -3.7% | 2,376 | 0.0% | 0.51% | +0.2% |
| Q2 2023 | $672,029 | -34.5% | 2,376 | -42.2% | 0.51% | -7.9% |
| Q1 2023 | $1,026,204 | +233.0% | 4,114 | +184.5% | 0.56% | +77.4% |
| Q4 2022 | $308,157 | -42.5% | 1,446 | -42.3% | 0.31% | -46.6% |
| Q3 2022 | $536,000 | -8.2% | 2,506 | -4.4% | 0.59% | -10.5% |
| Q2 2022 | $584,000 | +41.1% | 2,621 | +81.9% | 0.66% | +54.6% |
| Q1 2022 | $414,000 | -2.4% | 1,441 | +8.9% | 0.42% | -0.2% |
| Q4 2021 | $424,000 | -58.1% | 1,323 | -62.1% | 0.43% | -74.8% |
| Q3 2021 | $1,012,000 | -7.4% | 3,490 | -8.5% | 1.69% | +0.1% |
| Q2 2021 | $1,093,000 | -42.3% | 3,814 | -35.1% | 1.69% | +64.6% |
| Q1 2021 | $1,894,000 | +27.9% | 5,877 | +0.5% | 1.03% | +27.9% |
| Q4 2020 | $1,481,000 | – | 5,849 | – | 0.80% | – |
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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% |