VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 834 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,747 | -20.9% | 1,042 | -17.8% | 0.10% | -16.8% |
| Q2 2023 | $358,510 | +13.4% | 1,267 | 0.0% | 0.12% | +11.2% |
| Q1 2023 | $316,040 | +21.1% | 1,267 | +3.4% | 0.11% | +15.1% |
| Q4 2022 | $261,060 | -0.4% | 1,225 | 0.0% | 0.09% | -5.1% |
| Q3 2022 | $262,000 | -4.0% | 1,225 | 0.0% | 0.10% | +4.3% |
| Q2 2022 | $273,000 | -22.4% | 1,225 | 0.0% | 0.09% | -6.0% |
| Q1 2022 | $352,000 | -10.4% | 1,225 | 0.0% | 0.10% | -9.9% |
| Q4 2021 | $393,000 | +10.7% | 1,225 | 0.0% | 0.11% | +4.7% |
| Q3 2021 | $355,000 | +1.1% | 1,225 | 0.0% | 0.11% | +2.9% |
| Q2 2021 | $351,000 | -3.8% | 1,225 | -13.8% | 0.10% | -12.7% |
| Q1 2021 | $365,000 | +1.4% | 1,421 | 0.0% | 0.12% | -3.3% |
| Q4 2020 | $360,000 | +5.6% | 1,421 | -5.0% | 0.12% | -6.9% |
| Q3 2020 | $341,000 | -0.3% | 1,496 | -11.8% | 0.13% | -7.7% |
| Q2 2020 | $342,000 | +29.1% | 1,696 | 0.0% | 0.14% | +1.4% |
| Q1 2020 | $265,000 | -14.0% | 1,696 | 0.0% | 0.14% | -1.4% |
| Q4 2019 | $308,000 | +69.2% | 1,696 | +54.7% | 0.14% | +52.7% |
| Q3 2019 | $182,000 | -14.2% | 1,096 | -15.4% | 0.09% | -13.9% |
| Q2 2019 | $212,000 | +4.4% | 1,296 | 0.0% | 0.11% | +4.9% |
| Q1 2019 | $203,000 | +16.7% | 1,296 | 0.0% | 0.10% | +1.0% |
| Q4 2018 | $174,000 | -31.5% | 1,296 | -17.9% | 0.10% | -23.3% |
| Q3 2018 | $254,000 | -9.6% | 1,579 | -16.0% | 0.13% | -19.9% |
| Q2 2018 | $281,000 | +5.2% | 1,879 | 0.0% | 0.17% | +1.2% |
| Q1 2018 | $267,000 | +1.1% | 1,879 | 0.0% | 0.16% | 0.0% |
| Q4 2017 | $264,000 | +6.0% | 1,879 | 0.0% | 0.16% | -0.6% |
| Q3 2017 | $249,000 | +4.2% | 1,879 | 0.0% | 0.16% | +3.8% |
| Q2 2017 | $239,000 | +4.4% | 1,879 | 0.0% | 0.16% | -3.6% |
| Q1 2017 | $229,000 | +940.9% | 1,879 | +858.7% | 0.16% | +816.7% |
| Q4 2016 | $22,000 | – | 196 | – | 0.02% | – |
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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% |