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 | $2,705,101 | +16.4% | 9,724 | +22.7% | 1.28% | +19.7% |
| Q2 2023 | $2,324,790 | +24.0% | 7,927 | +2.7% | 1.07% | +14.4% |
| Q1 2023 | $1,875,281 | +7.5% | 7,715 | -0.2% | 0.93% | +3.4% |
| Q4 2022 | $1,744,475 | +6.2% | 7,731 | -0.8% | 0.90% | -13.7% |
| Q3 2022 | $1,643,000 | -10.9% | 7,791 | -2.4% | 1.04% | +2.1% |
| Q2 2022 | $1,845,000 | -19.5% | 7,980 | +0.1% | 1.02% | -3.5% |
| Q1 2022 | $2,293,000 | -21.1% | 7,971 | -12.0% | 1.06% | -17.4% |
| Q4 2021 | $2,907,000 | +5.5% | 9,060 | +0.2% | 1.28% | -0.2% |
| Q3 2021 | $2,755,000 | +8.3% | 9,044 | +2.0% | 1.29% | +3.9% |
| Q2 2021 | $2,543,000 | +4.4% | 8,866 | +0.6% | 1.24% | +1.6% |
| Q1 2021 | $2,435,000 | +7.8% | 8,811 | -1.1% | 1.22% | -8.6% |
| Q4 2020 | $2,258,000 | +18.3% | 8,913 | +6.3% | 1.33% | +6.7% |
| Q3 2020 | $1,909,000 | +40.6% | 8,388 | +24.8% | 1.25% | +28.9% |
| Q2 2020 | $1,358,000 | +39.6% | 6,722 | +8.2% | 0.97% | +12.8% |
| Q1 2020 | $973,000 | -6.8% | 6,210 | +8.3% | 0.86% | +24.7% |
| Q4 2019 | $1,044,000 | +18.1% | 5,733 | +7.8% | 0.69% | +12.8% |
| Q3 2019 | $884,000 | +3.2% | 5,319 | +1.4% | 0.61% | +6.1% |
| Q2 2019 | $857,000 | +54.1% | 5,247 | +47.6% | 0.58% | +48.1% |
| Q1 2019 | $556,000 | – | 3,554 | – | 0.39% | – |
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% |