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 | $621,139 | -3.8% | 2,281 | 0.0% | 0.09% | +1.2% |
| Q2 2023 | $645,432 | +12.1% | 2,281 | -1.3% | 0.09% | +7.5% |
| Q1 2023 | $576,000 | +118908.3% | 2,311 | +1.8% | 0.08% | +19.4% |
| Q4 2022 | $484 | -99.9% | 2,271 | -10.0% | 0.07% | -17.3% |
| Q3 2022 | $540,000 | -62.1% | 2,523 | -60.5% | 0.08% | -59.1% |
| Q2 2022 | $1,424,000 | -23.0% | 6,388 | -0.6% | 0.20% | -6.6% |
| Q1 2022 | $1,849,000 | -9.1% | 6,429 | +1.4% | 0.21% | -5.8% |
| Q4 2021 | $2,034,000 | +10.5% | 6,339 | -0.0% | 0.22% | +2.3% |
| Q3 2021 | $1,840,000 | -0.3% | 6,342 | -1.4% | 0.22% | +1.9% |
| Q2 2021 | $1,846,000 | +11.7% | 6,435 | +0.1% | 0.22% | +5.4% |
| Q1 2021 | $1,652,000 | -0.7% | 6,428 | -2.1% | 0.20% | -8.5% |
| Q4 2020 | $1,664,000 | +132.7% | 6,568 | +109.1% | 0.22% | +107.4% |
| Q3 2020 | $715,000 | +34.4% | 3,141 | +19.3% | 0.11% | +25.6% |
| Q2 2020 | $532,000 | +163.4% | 2,632 | +104.0% | 0.09% | +120.5% |
| Q1 2020 | $202,000 | – | 1,290 | – | 0.04% | – |
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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% |