VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,979 | -3.6% | 782 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $221,019 | -9.8% | 781 | -31.8% | 0.02% | -23.8% |
| Q3 2022 | $245,000 | -10.3% | 1,145 | -6.6% | 0.02% | -4.5% |
| Q2 2022 | $273,000 | -16.5% | 1,226 | +7.9% | 0.02% | -4.3% |
| Q1 2022 | $327,000 | -11.9% | 1,136 | -1.7% | 0.02% | -11.5% |
| Q4 2021 | $371,000 | +10.7% | 1,156 | 0.0% | 0.03% | +4.0% |
| Q3 2021 | $335,000 | +0.9% | 1,156 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $332,000 | +11.8% | 1,156 | 0.0% | 0.02% | +4.2% |
| Q1 2021 | $297,000 | +1.4% | 1,156 | 0.0% | 0.02% | -4.0% |
| Q4 2020 | $293,000 | +35.6% | 1,156 | +7.9% | 0.02% | +8.7% |
| Q2 2020 | $216,000 | +6.4% | 1,071 | -3.9% | 0.02% | +9.5% |
| Q4 2019 | $203,000 | -29.5% | 1,114 | -36.9% | 0.02% | -38.2% |
| Q2 2019 | $288,000 | – | 1,765 | – | 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% |