VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,696 | -2.8% | 2,687 | +1.0% | 0.02% | -4.8% |
| Q2 2023 | $752,673 | +34.3% | 2,660 | +18.4% | 0.02% | +23.5% |
| Q1 2023 | $560,242 | -5.4% | 2,246 | -19.2% | 0.02% | -15.0% |
| Q4 2022 | $592,232 | +0.7% | 2,779 | +1.1% | 0.02% | -9.1% |
| Q3 2022 | $588,000 | -3.9% | 2,749 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $612,000 | -11.8% | 2,749 | +13.8% | 0.02% | -4.3% |
| Q1 2022 | $694,000 | +36.9% | 2,416 | +52.9% | 0.02% | +35.3% |
| Q4 2021 | $507,000 | +7.0% | 1,580 | -3.2% | 0.02% | -5.6% |
| Q3 2021 | $474,000 | +2.8% | 1,632 | +1.6% | 0.02% | 0.0% |
| Q2 2021 | $461,000 | +19.1% | 1,606 | +6.4% | 0.02% | +5.9% |
| Q1 2021 | $387,000 | +58.6% | 1,509 | +56.2% | 0.02% | +54.5% |
| Q4 2020 | $244,000 | -0.4% | 966 | -10.3% | 0.01% | -15.4% |
| Q3 2020 | $245,000 | +21.9% | 1,077 | +8.2% | 0.01% | +18.2% |
| Q2 2020 | $201,000 | – | 995 | – | 0.01% | – |
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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% |