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 | $2,561,893 | -7.0% | 9,408 | -3.4% | 0.16% | -4.7% |
| Q2 2023 | $2,756,031 | +220.5% | 9,740 | +182.6% | 0.17% | +203.6% |
| Q1 2023 | $859,820 | -32.6% | 3,447 | -42.4% | 0.06% | -34.1% |
| Q4 2022 | $1,275,890 | +43.4% | 5,987 | +44.0% | 0.08% | +37.1% |
| Q3 2022 | $890,000 | +7.9% | 4,159 | +12.3% | 0.06% | +17.0% |
| Q2 2022 | $825,000 | -24.1% | 3,703 | -2.1% | 0.05% | -8.6% |
| Q1 2022 | $1,087,000 | -5.0% | 3,781 | +6.0% | 0.06% | +3.6% |
| Q4 2021 | $1,144,000 | +10.5% | 3,566 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $1,035,000 | +34.9% | 3,566 | +33.3% | 0.06% | +36.6% |
| Q2 2021 | $767,000 | +11.5% | 2,675 | 0.0% | 0.04% | +5.1% |
| Q1 2021 | $688,000 | +13.2% | 2,675 | +11.5% | 0.04% | +5.4% |
| Q4 2020 | $608,000 | +9.9% | 2,400 | -1.2% | 0.04% | -17.8% |
| Q3 2020 | $553,000 | +1.3% | 2,428 | -10.1% | 0.04% | -6.2% |
| Q2 2020 | $546,000 | -8.2% | 2,700 | -28.9% | 0.05% | -18.6% |
| Q1 2020 | $595,000 | -14.0% | 3,800 | 0.0% | 0.06% | +7.3% |
| Q4 2019 | $692,000 | +9.5% | 3,800 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $632,000 | +1.8% | 3,800 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $621,000 | +4.5% | 3,800 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $594,000 | +16.5% | 3,800 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $510,000 | – | 3,800 | – | 0.06% | – |
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% |