VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,216,681 | -5.1% | 4,468 | -1.4% | 0.08% | -1.2% |
| Q2 2023 | $1,282,375 | +13.4% | 4,532 | 0.0% | 0.08% | +10.5% |
| Q1 2023 | $1,130,462 | +16.2% | 4,532 | -0.7% | 0.08% | +10.1% |
| Q4 2022 | $972,847 | -10.2% | 4,565 | -9.8% | 0.07% | -13.8% |
| Q3 2022 | $1,083,000 | -12.7% | 5,060 | -9.1% | 0.08% | -12.1% |
| Q2 2022 | $1,241,000 | -55.7% | 5,569 | -42.9% | 0.09% | -51.9% |
| Q1 2022 | $2,803,000 | +46.6% | 9,745 | +63.6% | 0.19% | +23.5% |
| Q4 2021 | $1,912,000 | +13.6% | 5,958 | +2.7% | 0.15% | +4.1% |
| Q3 2021 | $1,683,000 | -2.2% | 5,800 | -3.3% | 0.15% | -3.9% |
| Q2 2021 | $1,721,000 | +11.3% | 6,000 | -0.2% | 0.15% | -0.6% |
| Q1 2021 | $1,546,000 | +9.9% | 6,013 | +8.2% | 0.15% | -6.1% |
| Q4 2020 | $1,407,000 | +9.7% | 5,555 | -1.4% | 0.16% | -4.1% |
| Q3 2020 | $1,283,000 | +1.3% | 5,635 | -10.0% | 0.17% | -6.0% |
| Q2 2020 | $1,266,000 | +14.8% | 6,263 | -11.0% | 0.18% | +4.6% |
| Q1 2020 | $1,103,000 | -52.3% | 7,040 | -44.6% | 0.17% | -42.8% |
| Q4 2019 | $2,313,000 | +3.8% | 12,697 | -5.3% | 0.30% | -9.0% |
| Q3 2019 | $2,228,000 | -6.3% | 13,401 | -8.0% | 0.33% | -10.9% |
| Q2 2019 | $2,379,000 | +5.5% | 14,562 | +1.0% | 0.38% | -26.5% |
| Q1 2019 | $2,256,000 | +41.9% | 14,423 | +21.9% | 0.51% | +11.6% |
| Q4 2018 | $1,590,000 | -20.7% | 11,833 | -5.0% | 0.46% | -12.8% |
| Q3 2018 | $2,005,000 | +8.0% | 12,452 | +0.5% | 0.52% | +1.2% |
| Q2 2018 | $1,856,000 | -57.6% | 12,389 | -63.4% | 0.52% | -29.3% |
| Q1 2018 | $4,381,000 | +48.6% | 33,858 | +61.5% | 0.73% | -19.6% |
| Q4 2017 | $2,948,000 | -11.4% | 20,960 | -16.3% | 0.91% | -17.1% |
| Q3 2017 | $3,326,000 | +4.0% | 25,051 | -0.5% | 1.10% | +0.8% |
| Q2 2017 | $3,199,000 | +25.7% | 25,183 | +20.5% | 1.09% | +16.3% |
| Q1 2017 | $2,544,000 | +37.0% | 20,907 | +25.5% | 0.94% | +19.9% |
| Q4 2016 | $1,857,000 | -41.3% | 16,660 | -40.9% | 0.78% | -32.2% |
| Q3 2016 | $3,163,000 | +1.9% | 28,168 | -2.7% | 1.15% | -0.3% |
| Q2 2016 | $3,105,000 | +0.9% | 28,962 | +0.2% | 1.16% | -7.8% |
| Q1 2016 | $3,078,000 | – | 28,915 | – | 1.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 150,486 | $43,280,000 | 31.36% |
| Bromfield Sneider Wealth Advisors | 98,974 | $28,465,000 | 29.88% |
| Axiom Advisory, LLC | 92,526 | $26,611,000 | 22.13% |
| Strategies Wealth Advisors, LLC | 261,887 | $75,318,746 | 20.14% |
| Peninsula Wealth, LLC | 238,486 | $68,589,000 | 19.54% |
| Benchmark Wealth Management, LLC | 98,896 | $28,442,000 | 19.13% |
| Dougherty Wealth Advisers LLC | 42,952 | $12,353,000 | 18.64% |
| Corrigan Financial, Inc. | 204,558 | $58,830,771 | 18.60% |
| Avory & Company, LLC | 101,636 | $29,231,000 | 18.30% |
| Merit Financial Group, LLC | 999,489 | $287,453,000 | 17.34% |