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 | $313,157 | -53.9% | 1,150 | -52.1% | 0.02% | -52.0% |
| Q2 2023 | $679,104 | +26.6% | 2,400 | +11.6% | 0.05% | +22.0% |
| Q1 2023 | $536,296 | +118.8% | 2,150 | +87.0% | 0.04% | +115.8% |
| Q4 2022 | $245,076 | -0.4% | 1,150 | 0.0% | 0.02% | -9.5% |
| Q3 2022 | $246,000 | -3.9% | 1,150 | 0.0% | 0.02% | +5.0% |
| Q2 2022 | $256,000 | -84.2% | 1,150 | -79.6% | 0.02% | -82.1% |
| Q1 2022 | $1,625,000 | -41.5% | 5,650 | -34.7% | 0.11% | -38.5% |
| Q4 2021 | $2,776,000 | +10.6% | 8,650 | 0.0% | 0.18% | +1.7% |
| Q3 2021 | $2,510,000 | +1.2% | 8,650 | 0.0% | 0.18% | +0.6% |
| Q2 2021 | $2,481,000 | +18.4% | 8,650 | +6.1% | 0.18% | +8.5% |
| Q1 2021 | $2,095,000 | +24.3% | 8,150 | +22.6% | 0.16% | +16.3% |
| Q4 2020 | $1,685,000 | +31.0% | 6,650 | +17.7% | 0.14% | +18.5% |
| Q3 2020 | $1,286,000 | +53.3% | 5,650 | +36.1% | 0.12% | +38.4% |
| Q2 2020 | $839,000 | -19.7% | 4,150 | -27.6% | 0.09% | -14.9% |
| Q4 2019 | $1,045,000 | +9.5% | 5,735 | 0.0% | 0.10% | +2.0% |
| Q3 2019 | $954,000 | +1.8% | 5,735 | 0.0% | 0.10% | +2.1% |
| Q2 2019 | $937,000 | -17.2% | 5,735 | -20.7% | 0.10% | -23.0% |
| Q1 2019 | $1,132,000 | +3.4% | 7,235 | -11.2% | 0.13% | -6.7% |
| Q4 2018 | $1,095,000 | +16.1% | 8,150 | +39.2% | 0.14% | +35.0% |
| Q3 2018 | $943,000 | +2.1% | 5,856 | -5.1% | 0.10% | -5.7% |
| Q2 2018 | $924,000 | +86.7% | 6,171 | +75.5% | 0.11% | +89.3% |
| Q4 2017 | $495,000 | +6.0% | 3,517 | 0.0% | 0.06% | 0.0% |
| Q3 2017 | $467,000 | +12.3% | 3,517 | -9.5% | 0.06% | 0.0% |
| Q2 2016 | $416,000 | – | 3,885 | – | 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% |