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 2021 | $11,509,000 | +3.3% | 39,661 | +2.1% | 0.77% | +2.8% |
| Q2 2021 | $11,137,000 | +16.7% | 38,830 | +4.6% | 0.75% | +7.3% |
| Q1 2021 | $9,542,000 | +0.8% | 37,121 | -0.6% | 0.70% | -3.9% |
| Q4 2020 | $9,466,000 | +11.3% | 37,363 | +4.1% | 0.73% | -2.3% |
| Q3 2020 | $8,504,000 | +8.6% | 35,886 | -7.4% | 0.74% | -1.5% |
| Q2 2020 | $7,828,000 | +28.6% | 38,736 | -0.3% | 0.75% | +7.9% |
| Q1 2020 | $6,089,000 | -16.5% | 38,859 | -2.9% | 0.70% | +2.5% |
| Q4 2019 | $7,288,000 | -5.5% | 40,004 | -13.7% | 0.68% | -17.1% |
| Q3 2019 | $7,711,000 | +18.2% | 46,372 | +16.1% | 0.82% | +21.2% |
| Q2 2019 | $6,525,000 | +3.1% | 39,935 | -1.3% | 0.68% | -1.6% |
| Q1 2019 | $6,327,000 | +19.0% | 40,446 | +2.1% | 0.69% | +4.5% |
| Q4 2018 | $5,319,000 | – | 39,595 | – | 0.66% | – |
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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% |