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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $203,587 | -11.1% | 720 | -9.9% | 0.09% | -38.3% |
Q2 2022 | $229,000 | 0.0% | 799 | 0.0% | 0.14% | -9.6% |
Q1 2022 | $229,000 | +0.9% | 799 | +12.5% | 0.16% | +18.2% |
Q4 2021 | $227,000 | +10.7% | 710 | +0.1% | 0.13% | -0.8% |
Q3 2021 | $205,000 | +1.0% | 709 | +0.1% | 0.13% | -8.3% |
Q2 2021 | $203,000 | +10.3% | 708 | -2.7% | 0.14% | -11.0% |
Q4 2020 | $184,000 | – | 728 | – | 0.16% | – |
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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% |