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 | $698,475 | -29.6% | 2,565 | -26.8% | 0.00% | -25.0% |
| Q2 2023 | $991,491 | -33.1% | 3,504 | -41.0% | 0.00% | -33.3% |
| Q1 2023 | $1,482,671 | +17.0% | 5,944 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $1,266,725 | +1.9% | 5,944 | +2.3% | 0.01% | 0.0% |
| Q3 2022 | $1,243,000 | +3.2% | 5,812 | +7.5% | 0.01% | 0.0% |
| Q2 2022 | $1,204,000 | -22.2% | 5,404 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $1,548,000 | -10.5% | 5,383 | -0.1% | 0.01% | -16.7% |
| Q4 2021 | $1,729,000 | +12.5% | 5,387 | +1.6% | 0.01% | 0.0% |
| Q3 2021 | $1,537,000 | +3.9% | 5,300 | +2.8% | 0.01% | +20.0% |
| Q2 2021 | $1,479,000 | +11.6% | 5,158 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $1,325,000 | +25.4% | 5,158 | +23.6% | 0.01% | +20.0% |
| Q4 2020 | $1,057,000 | +30.7% | 4,173 | +17.3% | 0.01% | +25.0% |
| Q3 2020 | $809,000 | +17.1% | 3,558 | +3.9% | 0.00% | 0.0% |
| Q2 2020 | $691,000 | -1.6% | 3,424 | -23.7% | 0.00% | -20.0% |
| Q1 2020 | $702,000 | +26.5% | 4,486 | +47.0% | 0.01% | +66.7% |
| Q4 2019 | $555,000 | +9.5% | 3,051 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $507,000 | +1.8% | 3,051 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $498,000 | +4.4% | 3,051 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $477,000 | +38.7% | 3,051 | +19.0% | 0.00% | +50.0% |
| Q4 2018 | $344,000 | -16.5% | 2,563 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $412,000 | +13.2% | 2,563 | +5.3% | 0.00% | 0.0% |
| Q2 2018 | $364,000 | +5.5% | 2,434 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $345,000 | +0.9% | 2,434 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $342,000 | +280.0% | 2,434 | +256.9% | 0.00% | +100.0% |
| Q3 2017 | $90,000 | +4.7% | 682 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $86,000 | +473.3% | 682 | +424.6% | 0.00% | – |
| Q1 2017 | $15,000 | +7.1% | 130 | 0.0% | 0.00% | – |
| Q4 2016 | $14,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q3 2016 | $14,000 | +7.7% | 130 | 0.0% | 0.00% | – |
| Q2 2016 | $13,000 | – | 130 | – | 0.00% | – |
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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% |