VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,921 | -13.9% | 815 | -10.5% | 0.03% | -8.8% |
| Q2 2023 | $257,762 | +10.4% | 911 | -2.7% | 0.03% | +6.2% |
| Q1 2023 | $233,471 | +17.0% | 936 | 0.0% | 0.03% | +14.3% |
| Q4 2022 | $199,463 | -0.3% | 936 | 0.0% | 0.03% | -9.7% |
| Q3 2022 | $200,000 | -7.0% | 936 | -3.0% | 0.03% | 0.0% |
| Q2 2022 | $215,000 | -23.8% | 965 | -1.5% | 0.03% | -11.4% |
| Q1 2022 | $282,000 | +25.9% | 980 | +40.0% | 0.04% | +34.6% |
| Q4 2021 | $224,000 | +26.6% | 700 | +14.8% | 0.03% | +18.2% |
| Q3 2021 | $177,000 | +8.6% | 610 | +7.0% | 0.02% | +15.8% |
| Q2 2021 | $163,000 | +10.9% | 570 | 0.0% | 0.02% | +5.6% |
| Q1 2021 | $147,000 | -53.3% | 570 | -54.2% | 0.02% | -58.1% |
| Q4 2020 | $315,000 | +12.9% | 1,244 | +1.6% | 0.04% | +2.4% |
| Q3 2020 | $279,000 | +14.3% | 1,224 | +1.2% | 0.04% | +2.4% |
| Q2 2020 | $244,000 | +36.3% | 1,209 | +6.1% | 0.04% | +5.1% |
| Q1 2020 | $179,000 | +34.6% | 1,139 | +56.2% | 0.04% | +69.6% |
| Q4 2019 | $133,000 | +9.9% | 729 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $121,000 | – | 729 | – | 0.02% | – |
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% |