VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $28,912 | +14.2% | 93 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $25,325 | -3.8% | 93 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $26,315 | +13.4% | 93 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $23,198 | +17.0% | 93 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $19,819 | -0.9% | 93 | 0.0% | 0.00% | -33.3% |
Q3 2022 | $20,000 | -20.0% | 93 | -17.7% | 0.00% | 0.0% |
Q2 2022 | $25,000 | -21.9% | 113 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $32,000 | +6.7% | 113 | +21.5% | 0.00% | 0.0% |
Q4 2021 | $30,000 | +11.1% | 93 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $27,000 | -3.6% | 93 | -4.1% | 0.00% | 0.0% |
Q2 2021 | $28,000 | +16.7% | 97 | +4.3% | 0.00% | 0.0% |
Q1 2021 | $24,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $24,000 | +14.3% | 93 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $21,000 | +10.5% | 93 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $19,000 | +26.7% | 93 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $15,000 | -11.8% | 93 | 0.0% | 0.00% | +50.0% |
Q4 2019 | $17,000 | +13.3% | 93 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $15,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $15,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $15,000 | +25.0% | 93 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $12,000 | -20.0% | 93 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $15,000 | +7.1% | 93 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $14,000 | +7.7% | 93 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $13,000 | – | 93 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Dougherty Wealth Advisers LLC | 69,467 | $14,862,000 | 29.40% |
Jentner Corp | 159,842 | $34,198,000 | 27.30% |
Bromfield Sneider Wealth Advisors | 98,269 | $21,025,000 | 24.86% |
Safeguard Financial, LLC | 110,078 | $23,551,000 | 21.81% |
Peninsula Wealth, LLC | 238,358 | $50,997,000 | 18.00% |
Benchmark Wealth Management, LLC | 107,069 | $22,907,000 | 17.96% |
NSI Retail Advisors, LLC | 281,887 | $60,310,000 | 17.86% |
Axiom Advisory, LLC | 70,154 | $15,011,000 | 17.84% |
Corrigan Financial, Inc. | 210,823 | $45,105,628 | 17.10% |
EdgeRock Capital LLC | 131,445 | $28,123,000 | 16.02% |