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 | $218,161 | -6.6% | 801 | -3.0% | 0.06% | 0.0% |
Q2 2023 | $233,653 | +13.5% | 826 | +0.1% | 0.06% | +7.8% |
Q1 2023 | $205,865 | +17.1% | 825 | 0.0% | 0.05% | +15.9% |
Q4 2022 | $175,770 | -1.3% | 825 | -0.7% | 0.04% | -4.3% |
Q3 2022 | $178,000 | -5.8% | 831 | -1.9% | 0.05% | -2.1% |
Q2 2022 | $189,000 | -37.4% | 847 | -19.3% | 0.05% | -34.7% |
Q1 2022 | $302,000 | +1.0% | 1,050 | +12.8% | 0.07% | +1.4% |
Q4 2021 | $299,000 | +7.9% | 931 | -2.5% | 0.07% | -2.7% |
Q3 2021 | $277,000 | +1.1% | 955 | +0.1% | 0.07% | -2.7% |
Q2 2021 | $274,000 | +7.5% | 954 | -16.1% | 0.08% | -1.3% |
Q1 2021 | $255,000 | +1.6% | 1,137 | +14.7% | 0.08% | -9.5% |
Q4 2020 | $251,000 | +11.1% | 991 | 0.0% | 0.08% | +2.4% |
Q3 2020 | $226,000 | +7.6% | 991 | -4.8% | 0.08% | +1.2% |
Q2 2020 | $210,000 | +25.7% | 1,041 | -2.3% | 0.08% | +8.0% |
Q1 2020 | $167,000 | -13.9% | 1,066 | 0.0% | 0.08% | -8.5% |
Q4 2019 | $194,000 | – | 1,066 | – | 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% |