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 | $340,388 | -3.8% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $353,700 | +13.4% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $311,800 | -95.9% | 1,250 | -96.5% | 0.01% | -95.9% |
| Q4 2022 | $7,670,894 | +190.9% | 35,995 | +192.0% | 0.12% | +167.4% |
| Q3 2022 | $2,637,000 | -86.5% | 12,326 | -86.0% | 0.05% | -85.5% |
| Q2 2022 | $19,591,000 | +5341.9% | 87,894 | +6931.5% | 0.32% | +6240.0% |
| Q1 2022 | $360,000 | -10.2% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $401,000 | +10.5% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $363,000 | +1.1% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $359,000 | +11.8% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $321,000 | +1.3% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $317,000 | +11.2% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $285,000 | +12.6% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $253,000 | +11.0% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $228,000 | +9.6% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $208,000 | +2.0% | 1,250 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $204,000 | +1.5% | 1,250 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $201,000 | – | 1,250 | – | 0.01% | – |
Download | ||||||
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% |