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 | $1,110,752 | +26.5% | 4,079 | +31.5% | 0.37% | +30.2% |
| Q2 2023 | $877,741 | +114.0% | 3,102 | +88.7% | 0.28% | +92.6% |
| Q1 2023 | $410,079 | +6.5% | 1,644 | -9.0% | 0.15% | +3.5% |
| Q4 2022 | $385,089 | -42.6% | 1,807 | -42.4% | 0.14% | -49.1% |
| Q3 2022 | $671,000 | -18.4% | 3,138 | -14.9% | 0.28% | -8.2% |
| Q2 2022 | $822,000 | -47.1% | 3,687 | -31.7% | 0.31% | -38.4% |
| Q1 2022 | $1,553,000 | -47.6% | 5,399 | -41.6% | 0.50% | -48.1% |
| Q4 2021 | $2,965,000 | +16.1% | 9,241 | +5.0% | 0.96% | +4.0% |
| Q3 2021 | $2,554,000 | +12.0% | 8,801 | +10.7% | 0.92% | +15.0% |
| Q2 2021 | $2,280,000 | +37.3% | 7,951 | +23.0% | 0.80% | +22.3% |
| Q1 2021 | $1,661,000 | -27.7% | 6,462 | -28.7% | 0.65% | -34.4% |
| Q4 2020 | $2,297,000 | +30.4% | 9,066 | +17.2% | 1.00% | +21.3% |
| Q3 2020 | $1,761,000 | +18.6% | 7,736 | +5.3% | 0.82% | +17.3% |
| Q2 2020 | $1,485,000 | +551.3% | 7,347 | +406.0% | 0.70% | +411.7% |
| Q1 2020 | $228,000 | – | 1,452 | – | 0.14% | – |
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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% |