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 | $2,340,232 | +6.7% | 8,594 | +10.9% | 0.30% | +10.9% |
| Q2 2023 | $2,192,657 | +27.0% | 7,749 | +12.0% | 0.27% | +19.7% |
| Q1 2023 | $1,726,374 | +28.5% | 6,921 | +9.8% | 0.23% | +21.2% |
| Q4 2022 | $1,343,019 | -4.1% | 6,302 | -3.7% | 0.19% | -16.7% |
| Q3 2022 | $1,400,000 | +4.1% | 6,542 | +8.4% | 0.23% | +8.1% |
| Q2 2022 | $1,345,000 | -19.8% | 6,034 | +3.4% | 0.21% | -10.6% |
| Q1 2022 | $1,678,000 | -6.3% | 5,836 | +4.6% | 0.24% | -7.5% |
| Q4 2021 | $1,791,000 | +9.5% | 5,580 | -1.0% | 0.25% | -0.4% |
| Q3 2021 | $1,636,000 | +10.6% | 5,639 | +9.3% | 0.26% | +9.9% |
| Q2 2021 | $1,479,000 | +15.2% | 5,157 | +3.2% | 0.23% | +11.0% |
| Q1 2021 | $1,284,000 | +0.7% | 4,997 | -0.7% | 0.21% | -8.3% |
| Q4 2020 | $1,275,000 | +8.0% | 5,032 | -3.0% | 0.23% | +2.2% |
| Q3 2020 | $1,181,000 | +22.8% | 5,187 | +8.9% | 0.22% | +13.8% |
| Q2 2020 | $962,000 | – | 4,762 | – | 0.20% | – |
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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% |