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 | $13,392,581 | +5.4% | 49,181 | +9.5% | 0.99% | +8.9% |
| Q2 2023 | $12,711,792 | +38.3% | 44,924 | +21.9% | 0.91% | +38.5% |
| Q1 2023 | $9,191,821 | +14.4% | 36,850 | -2.3% | 0.65% | +5.8% |
| Q4 2022 | $8,037,225 | -2.5% | 37,713 | -2.1% | 0.62% | -10.2% |
| Q3 2022 | $8,243,000 | -8.5% | 38,528 | -4.7% | 0.69% | -4.2% |
| Q2 2022 | $9,006,000 | -49.7% | 40,407 | -35.1% | 0.72% | -40.2% |
| Q1 2022 | $17,910,000 | -12.0% | 62,274 | -1.8% | 1.20% | -9.4% |
| Q4 2021 | $20,360,000 | +54.0% | 63,446 | +37.6% | 1.32% | +27.4% |
| Q2 2021 | $13,220,000 | +53.3% | 46,094 | +37.3% | 1.04% | +25.2% |
| Q1 2021 | $8,626,000 | -5.7% | 33,561 | -7.1% | 0.83% | -12.6% |
| Q4 2020 | $9,149,000 | -25.2% | 36,115 | -32.8% | 0.95% | +1.5% |
| Q3 2020 | $12,230,000 | +10.2% | 53,732 | -2.1% | 0.94% | -43.8% |
| Q2 2020 | $11,094,000 | +24.2% | 54,894 | +12.0% | 1.67% | +48.1% |
| Q4 2019 | $8,929,000 | – | 49,014 | – | 1.13% | – |
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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% |