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 | $478 | +29.2% | 1,757 | +34.2% | 0.05% | +35.1% |
| Q2 2023 | $370 | +13.1% | 1,309 | 0.0% | 0.04% | -11.9% |
| Q1 2023 | $327 | -8.9% | 1,309 | -22.3% | 0.04% | -10.6% |
| Q4 2022 | $359 | -99.9% | 1,684 | 0.0% | 0.05% | +4.4% |
| Q3 2022 | $360,000 | -3.7% | 1,684 | +0.5% | 0.04% | 0.0% |
| Q2 2022 | $374,000 | -20.4% | 1,676 | +2.5% | 0.04% | 0.0% |
| Q1 2022 | $470,000 | -10.5% | 1,635 | 0.0% | 0.04% | -10.0% |
| Q4 2021 | $525,000 | +10.8% | 1,635 | 0.0% | 0.05% | -21.9% |
| Q3 2021 | $474,000 | -2.1% | 1,635 | -3.0% | 0.06% | +28.0% |
| Q2 2021 | $484,000 | +11.0% | 1,686 | -0.7% | 0.05% | +11.1% |
| Q1 2021 | $436,000 | -4.6% | 1,698 | -15.4% | 0.04% | -28.6% |
| Q3 2020 | $457,000 | +12.3% | 2,006 | -0.5% | 0.06% | +10.5% |
| Q2 2020 | $407,000 | +27.6% | 2,016 | -1.1% | 0.06% | +9.6% |
| Q1 2020 | $319,000 | -18.2% | 2,039 | -4.9% | 0.05% | -5.5% |
| Q4 2019 | $390,000 | +9.6% | 2,143 | 0.0% | 0.06% | +3.8% |
| Q3 2019 | $356,000 | +1.7% | 2,143 | +0.0% | 0.05% | 0.0% |
| Q2 2019 | $350,000 | +4.5% | 2,142 | 0.0% | 0.05% | -1.9% |
| Q1 2019 | $335,000 | +16.3% | 2,142 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $288,000 | -16.5% | 2,142 | 0.0% | 0.05% | -3.6% |
| Q3 2018 | $345,000 | +12.7% | 2,142 | +4.9% | 0.06% | +5.7% |
| Q2 2018 | $306,000 | – | 2,042 | – | 0.05% | – |
Download | ||||||
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% |