VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,044,037 | -10.9% | 3,834 | -7.4% | 0.27% | -8.1% |
| Q2 2023 | $1,171,454 | +117045.4% | 4,140 | +59042.9% | 0.30% | – |
| Q3 2022 | $1,000 | -99.1% | 7 | -97.9% | 0.00% | -100.0% |
| Q4 2021 | $108,000 | +2060.0% | 335 | +1663.2% | 0.03% | +1400.0% |
| Q1 2021 | $5,000 | -72.2% | 19 | -73.2% | 0.00% | -71.4% |
| Q4 2020 | $18,000 | -90.3% | 71 | -94.0% | 0.01% | -93.8% |
| Q1 2020 | $186,000 | -19.1% | 1,184 | -6.4% | 0.11% | -9.7% |
| Q4 2019 | $230,000 | +16.8% | 1,265 | +6.8% | 0.12% | +6.9% |
| Q3 2019 | $197,000 | +2.1% | 1,184 | 0.0% | 0.12% | +1.8% |
| Q2 2019 | $193,000 | +4.3% | 1,184 | 0.0% | 0.11% | -1.7% |
| Q1 2019 | $185,000 | +16.4% | 1,184 | 0.0% | 0.12% | +6.4% |
| Q4 2018 | $159,000 | -16.8% | 1,184 | 0.0% | 0.11% | -12.8% |
| Q3 2018 | $191,000 | – | 1,184 | – | 0.12% | – |
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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% |