VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 617 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 2.17 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $4,738,000 | +7.5% | 20,817 | -4.6% | 2.21% | +19.9% |
| Q2 2020 | $4,409,000 | +22.7% | 21,820 | -4.9% | 1.84% | +0.8% |
| Q1 2020 | $3,594,000 | -28.0% | 22,942 | -16.3% | 1.83% | -10.8% |
| Q4 2019 | $4,994,000 | +13.9% | 27,414 | +4.0% | 2.05% | +6.3% |
| Q3 2019 | $4,384,000 | +4.2% | 26,363 | +2.4% | 1.92% | +2.7% |
| Q2 2019 | $4,206,000 | +5.4% | 25,742 | +0.9% | 1.87% | +2.5% |
| Q1 2019 | $3,989,000 | +21.7% | 25,502 | +4.5% | 1.83% | +6.3% |
| Q4 2018 | $3,277,000 | +0.0% | 24,393 | +19.9% | 1.72% | +9.5% |
| Q3 2018 | $3,276,000 | +26.4% | 20,348 | +17.6% | 1.57% | +21.0% |
| Q2 2018 | $2,592,000 | +610.1% | 17,304 | +571.0% | 1.30% | +593.6% |
| Q1 2018 | $365,000 | +29.4% | 2,579 | +16.4% | 0.19% | -27.5% |
| Q2 2017 | $282,000 | +38.2% | 2,216 | +31.7% | 0.26% | +35.8% |
| Q1 2017 | $204,000 | – | 1,682 | – | 0.19% | – |
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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% |