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 | $15,179,921 | -1.6% | 55,745 | +2.3% | 2.02% | +3.3% |
| Q2 2023 | $15,422,735 | +1518.6% | 54,505 | +1326.8% | 1.95% | +1450.8% |
| Q1 2023 | $952,861 | -70.9% | 3,820 | -75.2% | 0.13% | -72.5% |
| Q4 2022 | $3,278,697 | -59.9% | 15,385 | -59.7% | 0.46% | -63.8% |
| Q3 2022 | $8,175,000 | -15.9% | 38,210 | -12.4% | 1.26% | -12.5% |
| Q2 2022 | $9,719,000 | +891.7% | 43,605 | +1178.7% | 1.45% | +1038.6% |
| Q1 2022 | $980,000 | -93.4% | 3,410 | -92.6% | 0.13% | -93.0% |
| Q4 2021 | $14,835,000 | +12.3% | 46,230 | +1.6% | 1.80% | +9.1% |
| Q3 2021 | $13,207,000 | +887.8% | 45,515 | +775.3% | 1.65% | +742.9% |
| Q1 2021 | $1,337,000 | +55.3% | 5,200 | +52.9% | 0.20% | +50.8% |
| Q4 2020 | $861,000 | -60.3% | 3,400 | -75.5% | 0.13% | -63.6% |
| Q1 2020 | $2,170,000 | -14.0% | 13,850 | 0.0% | 0.36% | -3.8% |
| Q4 2019 | $2,523,000 | +9.6% | 13,850 | 0.0% | 0.37% | +4.8% |
| Q3 2019 | $2,303,000 | +153.9% | 13,850 | +149.5% | 0.35% | +149.3% |
| Q2 2019 | $907,000 | -5.9% | 5,550 | -39.9% | 0.14% | -58.4% |
| Q4 2014 | $964,000 | – | 9,230 | – | 0.34% | – |
Download | ||||||
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% |