VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,443,052 | -4.5% | 93,434 | -0.8% | 2.28% | +12.6% |
| Q2 2023 | $26,652,523 | +20.4% | 94,192 | +6.2% | 2.03% | +9.7% |
| Q1 2023 | $22,128,688 | +18.0% | 88,713 | +0.8% | 1.85% | +0.8% |
| Q4 2022 | $18,750,705 | +4.2% | 87,986 | +4.7% | 1.84% | -10.7% |
| Q3 2022 | $17,987,000 | -17.2% | 84,070 | +24.2% | 2.06% | -3.9% |
| Q4 2021 | $21,721,000 | +25.1% | 67,690 | +13.2% | 2.14% | +11.5% |
| Q3 2021 | $17,356,000 | +3.9% | 59,813 | +2.7% | 1.92% | +0.4% |
| Q2 2021 | $16,706,000 | +14.4% | 58,245 | +2.5% | 1.91% | +2.1% |
| Q1 2021 | $14,608,000 | +7.1% | 56,831 | +5.5% | 1.87% | -19.0% |
| Q4 2020 | $13,642,000 | +18.3% | 53,846 | +7.6% | 2.31% | +4.3% |
| Q3 2020 | $11,533,000 | +23.5% | 50,021 | +13.9% | 2.22% | +5.3% |
| Q2 2020 | $9,335,000 | +43.2% | 43,924 | +17.0% | 2.10% | +19.8% |
| Q1 2020 | $6,520,000 | +15.6% | 37,529 | +23.8% | 1.76% | +26.8% |
| Q4 2019 | $5,641,000 | +16.7% | 30,312 | +3.3% | 1.38% | +3.7% |
| Q3 2019 | $4,833,000 | +4.2% | 29,354 | +7.7% | 1.33% | +5.9% |
| Q2 2019 | $4,639,000 | +14.5% | 27,243 | +10.1% | 1.26% | +2.1% |
| Q1 2019 | $4,052,000 | +4.2% | 24,741 | -4.9% | 1.23% | +1.1% |
| Q4 2018 | $3,889,000 | +109.2% | 26,004 | +108.5% | 1.22% | -15.5% |
| Q3 2018 | $1,859,000 | +4.0% | 12,469 | +4.5% | 1.44% | -8.6% |
| Q2 2018 | $1,788,000 | +29.2% | 11,936 | +22.3% | 1.58% | +20.4% |
| Q1 2018 | $1,384,000 | +7.2% | 9,757 | +6.3% | 1.31% | -3.0% |
| Q4 2017 | $1,291,000 | – | 9,176 | – | 1.35% | – |
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% |