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 | $2,230,274 | +94.7% | 8,190 | +102.4% | 0.06% | -5.8% |
| Q2 2023 | $1,145,245 | +76.2% | 4,047 | +55.4% | 0.07% | +46.8% |
| Q1 2023 | $649,796 | +251.7% | 2,605 | +200.5% | 0.05% | +235.7% |
| Q4 2022 | $184,749 | -1.2% | 867 | -0.9% | 0.01% | -17.6% |
| Q3 2022 | $187,000 | +274.0% | 875 | +292.4% | 0.02% | +325.0% |
| Q2 2022 | $50,000 | -67.3% | 223 | -58.2% | 0.00% | -60.0% |
| Q1 2022 | $153,000 | -15.5% | 533 | -5.7% | 0.01% | -16.7% |
| Q4 2021 | $181,000 | -85.3% | 565 | -86.7% | 0.01% | -87.0% |
| Q3 2021 | $1,233,000 | +15312.5% | 4,249 | +15075.0% | 0.09% | +9100.0% |
| Q2 2021 | $8,000 | +14.3% | 28 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | -63.2% | 28 | -63.2% | 0.00% | -50.0% |
| Q4 2020 | $19,000 | +11.8% | 76 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +13.3% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | -75.8% | 76 | -80.9% | 0.00% | -77.8% |
| Q1 2020 | $62,000 | -97.4% | 398 | -97.7% | 0.01% | -97.2% |
| Q4 2017 | $2,394,000 | +4.2% | 17,022 | -1.7% | 0.32% | +8.7% |
| Q3 2017 | $2,298,000 | +6.1% | 17,313 | +1.6% | 0.30% | -5.4% |
| Q2 2017 | $2,165,000 | +6.2% | 17,043 | +1.7% | 0.32% | +6.8% |
| Q1 2017 | $2,038,000 | +9.5% | 16,755 | +0.3% | 0.30% | -1.7% |
| Q4 2016 | $1,862,000 | – | 16,705 | – | 0.30% | – |
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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% |