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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $211,000 | -17.6% | 986 | +10.8% | 0.08% | -1.2% |
| Q1 2022 | $256,000 | -39.3% | 890 | -32.4% | 0.08% | -39.4% |
| Q4 2021 | $422,000 | +10.5% | 1,316 | 0.0% | 0.14% | +21.2% |
| Q3 2021 | $382,000 | -8.2% | 1,316 | -9.3% | 0.11% | -8.1% |
| Q2 2021 | $416,000 | -35.1% | 1,451 | -41.8% | 0.12% | -43.8% |
| Q1 2021 | $641,000 | -10.7% | 2,495 | -12.0% | 0.22% | -14.8% |
| Q4 2020 | $718,000 | +16.2% | 2,835 | +4.3% | 0.26% | +1.2% |
| Q3 2020 | $618,000 | +10.8% | 2,717 | -1.6% | 0.25% | -16.7% |
| Q2 2020 | $558,000 | +36.4% | 2,762 | +5.7% | 0.30% | +7.8% |
| Q1 2020 | $409,000 | -10.7% | 2,612 | +3.9% | 0.28% | +25.2% |
| Q4 2019 | $458,000 | -5.2% | 2,514 | -13.4% | 0.23% | -21.0% |
| Q3 2019 | $483,000 | +7.8% | 2,903 | +5.9% | 0.29% | +3.2% |
| Q2 2019 | $448,000 | +43.1% | 2,742 | +37.2% | 0.28% | +33.8% |
| Q1 2019 | $313,000 | +17.2% | 1,999 | +0.7% | 0.21% | 0.0% |
| Q4 2018 | $267,000 | – | 1,986 | – | 0.21% | – |
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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% |