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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $647,546 | +13.6% | 2,596 | -2.9% | 0.40% | +7.5% |
| Q4 2022 | $569,882 | -11.9% | 2,674 | -9.0% | 0.37% | -13.2% |
| Q3 2022 | $647,000 | -16.7% | 2,940 | -6.5% | 0.43% | -10.0% |
| Q2 2022 | $777,000 | +258.1% | 3,145 | +267.8% | 0.48% | +268.5% |
| Q4 2020 | $217,000 | +3.8% | 855 | -6.9% | 0.13% | -10.3% |
| Q3 2020 | $209,000 | +13.0% | 918 | +0.1% | 0.14% | -6.5% |
| Q2 2020 | $185,000 | +29.4% | 917 | +0.2% | 0.16% | +7.6% |
| Q1 2020 | $143,000 | -13.9% | 915 | 0.0% | 0.14% | -0.7% |
| Q4 2019 | $166,000 | +9.9% | 915 | +0.5% | 0.14% | -22.0% |
| Q3 2019 | $151,000 | +1787.5% | 910 | +1650.0% | 0.19% | +1760.0% |
| Q2 2019 | $8,000 | – | 52 | – | 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% |