VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 834 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,111,569 | -9.3% | 4,082 | -5.8% | 0.82% | -6.4% |
| Q2 2023 | $1,225,783 | +159092.6% | 4,332 | +19.9% | 0.88% | +56.5% |
| Q4 2022 | $770 | -99.9% | 3,613 | -0.3% | 0.56% | -19.8% |
| Q3 2022 | $776,000 | -2.6% | 3,625 | +1.4% | 0.70% | +5.6% |
| Q2 2022 | $797,000 | -22.5% | 3,575 | 0.0% | 0.66% | -7.8% |
| Q1 2022 | $1,028,000 | -37.4% | 3,575 | -30.2% | 0.72% | -35.3% |
| Q4 2021 | $1,643,000 | +10.2% | 5,120 | -0.4% | 1.11% | -3.1% |
| Q3 2021 | $1,491,000 | +5.7% | 5,140 | -6.4% | 1.14% | -2.9% |
| Q1 2021 | $1,411,000 | -4.7% | 5,490 | -6.1% | 1.18% | -10.4% |
| Q4 2020 | $1,481,000 | +11.4% | 5,845 | 0.0% | 1.31% | -2.3% |
| Q3 2020 | $1,330,000 | -77.5% | 5,845 | -80.0% | 1.34% | -0.4% |
| Q2 2020 | $5,905,000 | +53.6% | 29,225 | +19.0% | 1.35% | +31.6% |
| Q1 2020 | $3,845,000 | +1169.0% | 24,550 | +1374.5% | 1.02% | +233.6% |
| Q4 2019 | $303,000 | +10.6% | 1,665 | +1.2% | 0.31% | -3.8% |
| Q3 2019 | $274,000 | +30.5% | 1,646 | +28.0% | 0.32% | +29.1% |
| Q2 2019 | $210,000 | +4.5% | 1,286 | 0.0% | 0.25% | -2.0% |
| Q1 2019 | $201,000 | -4.3% | 1,286 | -1.2% | 0.25% | +3.7% |
| Q3 2018 | $210,000 | – | 1,301 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 150,486 | $43,280,000 | 31.36% |
| Bromfield Sneider Wealth Advisors | 98,974 | $28,465,000 | 29.88% |
| Axiom Advisory, LLC | 92,526 | $26,611,000 | 22.13% |
| Strategies Wealth Advisors, LLC | 261,887 | $75,318,746 | 20.14% |
| Peninsula Wealth, LLC | 238,486 | $68,589,000 | 19.54% |
| Benchmark Wealth Management, LLC | 98,896 | $28,442,000 | 19.13% |
| Dougherty Wealth Advisers LLC | 42,952 | $12,353,000 | 18.64% |
| Corrigan Financial, Inc. | 204,558 | $58,830,771 | 18.60% |
| Avory & Company, LLC | 101,636 | $29,231,000 | 18.30% |
| Merit Financial Group, LLC | 999,489 | $287,453,000 | 17.34% |