VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,162,491 | -3.7% | 4,269 | +0.1% | 0.13% | +3.1% |
| Q2 2023 | $1,207,107 | +13.4% | 4,266 | 0.0% | 0.13% | +10.3% |
| Q1 2023 | $1,064,111 | +11.9% | 4,266 | 0.0% | 0.12% | +1.8% |
| Q2 2022 | $951,000 | -22.5% | 4,266 | 0.0% | 0.11% | -6.6% |
| Q1 2022 | $1,227,000 | -10.4% | 4,266 | 0.0% | 0.12% | -10.9% |
| Q4 2021 | $1,369,000 | +10.6% | 4,266 | 0.0% | 0.14% | +4.6% |
| Q3 2021 | $1,238,000 | +1.1% | 4,266 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $1,224,000 | +11.6% | 4,266 | 0.0% | 0.13% | -4.4% |
| Q1 2021 | $1,097,000 | +1.5% | 4,266 | 0.0% | 0.14% | -19.9% |
| Q4 2020 | $1,081,000 | +11.3% | 4,266 | 0.0% | 0.17% | -9.0% |
| Q3 2020 | $971,000 | +12.6% | 4,266 | 0.0% | 0.19% | -10.0% |
| Q2 2020 | $862,000 | +29.0% | 4,266 | 0.0% | 0.21% | -20.5% |
| Q1 2020 | $668,000 | -25.3% | 4,266 | -13.1% | 0.26% | -7.1% |
| Q4 2019 | $894,000 | +2.2% | 4,909 | -6.7% | 0.28% | -5.4% |
| Q3 2019 | $875,000 | +1.7% | 5,264 | 0.0% | 0.30% | -1.6% |
| Q2 2019 | $860,000 | +4.5% | 5,264 | 0.0% | 0.30% | -1.3% |
| Q1 2019 | $823,000 | +16.4% | 5,264 | 0.0% | 0.31% | -9.7% |
| Q4 2018 | $707,000 | -16.7% | 5,264 | -0.2% | 0.34% | -3.7% |
| Q3 2018 | $849,000 | +0.8% | 5,272 | -6.2% | 0.35% | 0.0% |
| Q2 2018 | $842,000 | -9.0% | 5,621 | -13.8% | 0.35% | -28.6% |
| Q1 2018 | $925,000 | -20.8% | 6,518 | -21.5% | 0.50% | -14.3% |
| Q4 2017 | $1,168,000 | – | 8,302 | – | 0.58% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dougherty Wealth Advisers LLC | 69,467 | $14,862,000 | 29.40% |
| Jentner Corp | 159,842 | $34,198,000 | 27.30% |
| Bromfield Sneider Wealth Advisors | 98,269 | $21,025,000 | 24.86% |
| Safeguard Financial, LLC | 110,078 | $23,551,000 | 21.81% |
| Peninsula Wealth, LLC | 238,358 | $50,997,000 | 18.00% |
| Benchmark Wealth Management, LLC | 107,069 | $22,907,000 | 17.96% |
| NSI Retail Advisors, LLC | 281,887 | $60,310,000 | 17.86% |
| Axiom Advisory, LLC | 70,154 | $15,011,000 | 17.84% |
| Corrigan Financial, Inc. | 210,823 | $45,105,628 | 17.10% |
| EdgeRock Capital LLC | 131,445 | $28,123,000 | 16.02% |