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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $585,739 | -9.0% | 2,151 | -5.5% | 0.03% | -5.7% |
Q2 2023 | $644,017 | +13.4% | 2,276 | 0.0% | 0.04% | +6.1% |
Q1 2023 | $567,726 | -21.4% | 2,276 | -32.9% | 0.03% | -26.7% |
Q4 2022 | $722,656 | -0.7% | 3,391 | -0.4% | 0.04% | -6.2% |
Q3 2022 | $728,000 | -28.6% | 3,403 | -25.6% | 0.05% | -22.6% |
Q2 2022 | $1,019,000 | -23.7% | 4,574 | -1.5% | 0.06% | -11.4% |
Q1 2022 | $1,335,000 | -10.2% | 4,643 | +0.3% | 0.07% | -6.7% |
Q4 2021 | $1,486,000 | +11.5% | 4,630 | +0.8% | 0.08% | 0.0% |
Q3 2021 | $1,333,000 | -1.2% | 4,595 | -2.3% | 0.08% | -3.8% |
Q2 2021 | $1,349,000 | -5.8% | 4,702 | -15.6% | 0.08% | -17.9% |
Q1 2021 | $1,432,000 | +9.0% | 5,571 | +7.4% | 0.10% | +1.1% |
Q4 2020 | $1,314,000 | +76.9% | 5,185 | +58.9% | 0.09% | +62.1% |
Q3 2020 | $743,000 | +97.1% | 3,263 | +74.8% | 0.06% | +81.2% |
Q2 2020 | $377,000 | +41.2% | 1,867 | +9.4% | 0.03% | +18.5% |
Q1 2020 | $267,000 | – | 1,707 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Dougherty Wealth Advisers LLC | 68,943 | $15,367,000 | 28.68% |
Bell Rock Capital LLC | 157,270 | $35,054,000 | 27.26% |
Jentner Corp | 159,681 | $35,591,000 | 27.04% |
Bromfield Sneider Wealth Advisors | 97,953 | $21,833,000 | 26.55% |
Strategies Wealth Advisors, LLC | 295,234 | $65,804,800 | 18.88% |
Safeguard Financial, LLC | 69,710 | $15,537,000 | 18.55% |
Peninsula Wealth, LLC | 238,658 | $53,195,000 | 18.00% |
EdgeRock Capital LLC | 111,291 | $24,806,000 | 16.98% |
Benchmark Wealth Management, LLC | 102,961 | $22,949,000 | 16.89% |
Corrigan Financial, Inc. | 206,867 | $46,108,552 | 16.69% |