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 | $590,008 | +0.7% | 2,167 | +4.6% | 0.21% | +0.5% |
| Q2 2023 | $585,917 | +13.4% | 2,071 | 0.0% | 0.21% | +6.5% |
| Q1 2023 | $516,507 | +28.0% | 2,071 | +9.3% | 0.20% | +21.2% |
| Q4 2022 | $403,559 | -3.5% | 1,894 | -3.1% | 0.16% | -20.3% |
| Q3 2022 | $418,000 | -18.2% | 1,954 | -14.8% | 0.21% | -14.8% |
| Q2 2022 | $511,000 | -22.8% | 2,294 | -0.3% | 0.24% | -20.6% |
| Q1 2022 | $662,000 | +8.9% | 2,301 | +21.5% | 0.31% | +2.7% |
| Q4 2021 | $608,000 | +10.7% | 1,894 | 0.0% | 0.30% | -15.1% |
| Q3 2021 | $549,000 | +0.4% | 1,894 | -0.7% | 0.35% | -5.4% |
| Q2 2021 | $547,000 | +7.3% | 1,907 | -3.8% | 0.37% | -6.3% |
| Q1 2021 | $510,000 | +6.9% | 1,983 | +5.3% | 0.40% | -3.9% |
| Q4 2020 | $477,000 | – | 1,883 | – | 0.41% | – |
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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% |