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 | $708,628 | -3.8% | 2,602 | 0.0% | 0.33% | -0.9% |
| Q2 2023 | $736,328 | +13.4% | 2,602 | 0.0% | 0.33% | +5.1% |
| Q1 2023 | $649,089 | +17.3% | 2,602 | +0.2% | 0.31% | +10.2% |
| Q4 2022 | $553,472 | +20.8% | 2,597 | +21.3% | 0.28% | +15.0% |
| Q3 2022 | $458,000 | -5.6% | 2,141 | -1.6% | 0.25% | -3.1% |
| Q2 2022 | $485,000 | -22.5% | 2,175 | 0.0% | 0.26% | -11.5% |
| Q1 2022 | $626,000 | -7.0% | 2,175 | +3.7% | 0.29% | -4.6% |
| Q4 2021 | $673,000 | +8.9% | 2,098 | -1.5% | 0.30% | -1.6% |
| Q3 2021 | $618,000 | +0.7% | 2,131 | -0.5% | 0.31% | -1.6% |
| Q2 2021 | $614,000 | +11.6% | 2,141 | 0.0% | 0.31% | +3.0% |
| Q1 2021 | $550,000 | +0.5% | 2,141 | -0.7% | 0.30% | -5.9% |
| Q4 2020 | $547,000 | +9.2% | 2,157 | -2.0% | 0.32% | -3.3% |
| Q3 2020 | $501,000 | +2.5% | 2,201 | -9.1% | 0.33% | -7.2% |
| Q2 2020 | $489,000 | +29.0% | 2,422 | 0.0% | 0.36% | +8.1% |
| Q1 2020 | $379,000 | -14.1% | 2,422 | 0.0% | 0.33% | +6.1% |
| Q4 2019 | $441,000 | -1.8% | 2,422 | -10.3% | 0.31% | -29.3% |
| Q3 2019 | $449,000 | -19.1% | 2,699 | -20.5% | 0.44% | -19.5% |
| Q2 2019 | $555,000 | +4.5% | 3,395 | +0.1% | 0.55% | 0.0% |
| Q1 2019 | $531,000 | +16.4% | 3,393 | 0.0% | 0.55% | +5.8% |
| Q4 2018 | $456,000 | -16.0% | 3,393 | +0.6% | 0.52% | -1.0% |
| Q3 2018 | $543,000 | +4.4% | 3,373 | -2.9% | 0.52% | -6.1% |
| Q2 2018 | $520,000 | +5.5% | 3,473 | +0.1% | 0.56% | +3.7% |
| Q1 2018 | $493,000 | -0.6% | 3,471 | -1.6% | 0.54% | -0.7% |
| Q4 2017 | $496,000 | – | 3,529 | – | 0.54% | – |
Download | ||||||
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% |