VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $268 | -3.9% | 984 | -0.3% | 0.02% | -12.5% |
Q2 2023 | $279 | +13.4% | 987 | 0.0% | 0.02% | +4.3% |
Q1 2023 | $246 | -99.9% | 987 | +38.4% | 0.02% | -8.0% |
Q4 2021 | $229,000 | +10.6% | 713 | 0.0% | 0.02% | -19.4% |
Q3 2021 | $207,000 | -47.7% | 713 | -71.8% | 0.03% | -63.5% |
Q1 2020 | $396,000 | -14.1% | 2,529 | 0.0% | 0.08% | -4.5% |
Q4 2019 | $461,000 | -2.1% | 2,529 | -10.7% | 0.09% | -11.0% |
Q3 2019 | $471,000 | +13.8% | 2,831 | +11.9% | 0.10% | +11.1% |
Q2 2019 | $414,000 | +4.5% | 2,531 | 0.0% | 0.09% | -15.9% |
Q1 2019 | $396,000 | +32.0% | 2,531 | +13.4% | 0.11% | +23.0% |
Q4 2018 | $300,000 | -11.2% | 2,231 | +6.2% | 0.09% | -3.3% |
Q3 2018 | $338,000 | +2.4% | 2,101 | -4.6% | 0.09% | -8.2% |
Q2 2018 | $330,000 | +13.4% | 2,203 | +7.3% | 0.10% | +10.1% |
Q1 2018 | $291,000 | +11.5% | 2,053 | +10.8% | 0.09% | +12.7% |
Q4 2017 | $261,000 | +9.7% | 1,853 | +3.3% | 0.08% | -1.2% |
Q3 2017 | $238,000 | – | 1,794 | – | 0.08% | – |
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% |