VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 362 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 0.67 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,466 | +1.2% | 1,063 | +5.1% | 0.04% | -2.3% |
| Q2 2023 | $286,073 | +36.9% | 1,011 | +39.4% | 0.04% | +38.7% |
| Q1 2022 | $209,000 | -13.6% | 725 | -4.0% | 0.03% | -8.8% |
| Q4 2021 | $242,000 | +8.5% | 755 | -1.9% | 0.03% | +6.2% |
| Q3 2021 | $223,000 | +2.8% | 770 | +1.7% | 0.03% | 0.0% |
| Q2 2021 | $217,000 | +80.8% | 757 | -5.4% | 0.03% | +18.5% |
| Q2 2018 | $120,000 | +23.7% | 800 | 0.0% | 0.03% | +3.8% |
| Q1 2017 | $97,000 | +15.5% | 800 | +6.7% | 0.03% | +4.0% |
| Q4 2016 | $84,000 | +25.4% | 750 | +25.0% | 0.02% | +25.0% |
| Q3 2016 | $67,000 | -70.2% | 600 | -71.4% | 0.02% | -74.0% |
| Q2 2015 | $225,000 | +3.7% | 2,100 | +1.2% | 0.08% | +2.7% |
| Q1 2015 | $217,000 | 0.0% | 2,075 | 0.0% | 0.08% | -6.2% |
| Q4 2014 | $217,000 | +244.4% | 2,075 | +159.4% | 0.08% | +158.1% |
| Q2 2013 | $63,000 | – | 800 | – | 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% |