MONEYWISE, INC. - VANGUARD INDEX FDS ownership

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
MONEYWISE, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$256,888
-3.6%
943
+0.1%
0.16%
-2.4%
Q2 2023$266,564
+13.6%
942
+0.1%
0.16%
+8.6%
Q1 2023$234,638
+17.3%
941
+0.2%
0.15%
+1.3%
Q4 2022$200,109
+0.1%
939
+0.2%
0.15%
-8.0%
Q3 2022$200,000
-3.8%
937
+0.2%
0.16%
+0.6%
Q2 2022$208,000
-22.7%
935
+0.1%
0.16%
-8.5%
Q1 2022$269,000
-10.0%
934
+0.1%
0.18%
-7.8%
Q4 2021$299,000
+10.7%
933
+0.1%
0.19%
+9.1%
Q3 2021$270,000
+1.1%
932
+0.1%
0.18%
-3.3%
Q2 2021$267,000
+11.7%
931
+0.2%
0.18%
+13.0%
Q1 2021$239,000
+1.7%
929
+0.1%
0.16%
-4.2%
Q4 2020$235,000
+3.1%
928
-7.4%
0.17%
-7.2%
Q3 2020$228,000
+12.9%
1,002
+0.2%
0.18%
+11.7%
Q2 2020$202,000
-4.3%
1,000
-37.2%
0.16%
-3.0%
Q3 2017$211,000
+3.4%
1,592
-0.9%
0.17%
-4.0%
Q2 2017$204,0001,6070.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders