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 | $3,844,570 | -4.4% | 14,118 | -0.7% | 0.89% | -6.9% |
| Q2 2023 | $4,022,304 | +10.6% | 14,215 | -2.5% | 0.96% | -2.3% |
| Q1 2023 | $3,636,220 | +30.8% | 14,578 | +11.7% | 0.98% | +22.2% |
| Q4 2022 | $2,780,330 | +35.3% | 13,046 | +35.8% | 0.80% | +21.9% |
| Q3 2022 | $2,055,000 | -4.2% | 9,606 | -0.1% | 0.66% | +0.3% |
| Q2 2022 | $2,144,000 | +23.9% | 9,620 | +59.9% | 0.66% | +41.5% |
| Q1 2022 | $1,731,000 | +83.6% | 6,018 | +104.8% | 0.46% | +98.7% |
| Q4 2021 | $943,000 | +5.6% | 2,938 | -4.6% | 0.23% | -11.4% |
| Q3 2021 | $893,000 | +2.1% | 3,079 | +0.9% | 0.26% | +4.0% |
| Q2 2021 | $875,000 | +7.4% | 3,052 | -3.8% | 0.25% | +2.8% |
| Q1 2021 | $815,000 | -6.1% | 3,171 | -7.5% | 0.25% | -9.6% |
| Q4 2020 | $868,000 | -5.1% | 3,428 | -14.7% | 0.27% | -14.7% |
| Q3 2020 | $915,000 | +6.4% | 4,018 | -5.5% | 0.32% | +13.5% |
| Q2 2020 | $860,000 | +29.5% | 4,254 | +0.4% | 0.28% | +11.5% |
| Q1 2020 | $664,000 | +25.8% | 4,236 | +46.1% | 0.25% | +63.6% |
| Q4 2019 | $528,000 | +14.3% | 2,899 | +4.4% | 0.15% | +3.4% |
| Q3 2019 | $462,000 | +31.6% | 2,778 | +29.1% | 0.15% | +30.7% |
| Q2 2019 | $351,000 | +457.1% | 2,151 | +437.8% | 0.11% | +442.9% |
| Q1 2019 | $63,000 | -33.0% | 400 | -42.9% | 0.02% | -38.2% |
| Q4 2018 | $94,000 | -16.8% | 700 | 0.0% | 0.03% | -12.8% |
| Q3 2018 | $113,000 | +6.6% | 700 | -1.3% | 0.04% | 0.0% |
| Q2 2018 | $106,000 | +6.0% | 709 | +0.3% | 0.04% | +2.6% |
| Q1 2018 | $100,000 | +1.0% | 707 | +0.3% | 0.04% | +5.6% |
| Q4 2017 | $99,000 | +80.0% | 705 | +56.7% | 0.04% | +50.0% |
| Q1 2017 | $55,000 | -75.3% | 450 | -78.3% | 0.02% | -79.8% |
| Q2 2015 | $223,000 | +10.9% | 2,078 | +8.2% | 0.12% | +10.2% |
| Q1 2015 | $201,000 | – | 1,921 | – | 0.11% | – |
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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% |