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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,171 | -99.9% | 5,497 | -17.9% | 0.03% | -25.0% |
| Q3 2022 | $1,433,000 | +4.1% | 6,697 | +8.4% | 0.04% | +8.1% |
| Q2 2022 | $1,377,000 | -16.3% | 6,179 | +7.9% | 0.04% | -2.6% |
| Q1 2022 | $1,646,000 | -10.4% | 5,724 | 0.0% | 0.04% | -5.0% |
| Q4 2021 | $1,837,000 | -1.0% | 5,724 | -10.5% | 0.04% | -7.0% |
| Q3 2021 | $1,856,000 | +4.6% | 6,395 | +3.4% | 0.04% | +2.4% |
| Q2 2021 | $1,774,000 | +18.6% | 6,186 | +6.3% | 0.04% | +10.5% |
| Q1 2021 | $1,496,000 | -9.1% | 5,821 | -10.4% | 0.04% | -15.6% |
| Q4 2020 | $1,645,000 | +20.7% | 6,494 | +8.4% | 0.04% | +7.1% |
| Q3 2020 | $1,363,000 | +12.6% | 5,990 | +0.0% | 0.04% | +2.4% |
| Q2 2020 | $1,210,000 | +33.6% | 5,988 | +3.5% | 0.04% | +17.1% |
| Q1 2020 | $906,000 | -14.0% | 5,783 | 0.0% | 0.04% | +6.1% |
| Q4 2019 | $1,053,000 | +9.6% | 5,783 | +0.0% | 0.03% | +3.1% |
| Q3 2019 | $961,000 | +1.8% | 5,781 | +0.1% | 0.03% | 0.0% |
| Q2 2019 | $944,000 | +4.5% | 5,777 | +0.0% | 0.03% | 0.0% |
| Q1 2019 | $903,000 | +16.4% | 5,776 | 0.0% | 0.03% | +3.2% |
| Q4 2018 | $776,000 | -16.3% | 5,776 | +0.4% | 0.03% | -3.1% |
| Q3 2018 | $927,000 | +22.0% | 5,755 | +13.5% | 0.03% | +14.3% |
| Q2 2018 | $760,000 | +5.7% | 5,070 | 0.0% | 0.03% | +3.7% |
| Q1 2018 | $719,000 | +0.8% | 5,070 | 0.0% | 0.03% | +8.0% |
| Q4 2017 | $713,000 | +5.9% | 5,070 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $673,000 | +4.5% | 5,070 | 0.0% | 0.02% | +4.2% |
| Q2 2017 | $644,000 | +4.4% | 5,070 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $617,000 | +8.1% | 5,070 | -1.0% | 0.02% | +4.3% |
| Q4 2016 | $571,000 | -0.7% | 5,120 | 0.0% | 0.02% | -4.2% |
| Q3 2016 | $575,000 | +4.7% | 5,120 | 0.0% | 0.02% | +4.3% |
| Q2 2016 | $549,000 | – | 5,120 | – | 0.02% | – |
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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% |