VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 722 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $282,000 | +1.4% | 971 | 0.0% | 0.16% | +1.3% |
| Q2 2021 | $278,000 | +10.8% | 971 | -0.5% | 0.16% | +2.6% |
| Q1 2021 | $251,000 | -31.6% | 976 | -32.6% | 0.15% | -38.2% |
| Q4 2020 | $367,000 | +8.6% | 1,448 | -2.5% | 0.25% | -4.7% |
| Q3 2020 | $338,000 | +6.0% | 1,485 | -6.0% | 0.26% | -2.3% |
| Q2 2020 | $319,000 | +30.7% | 1,579 | +1.3% | 0.26% | +8.6% |
| Q1 2020 | $244,000 | -3.2% | 1,559 | +12.9% | 0.24% | +25.9% |
| Q4 2019 | $252,000 | +5.4% | 1,381 | -3.8% | 0.19% | +0.5% |
| Q3 2019 | $239,000 | +1.7% | 1,436 | 0.0% | 0.19% | +1.1% |
| Q2 2019 | $235,000 | +4.0% | 1,436 | -0.8% | 0.19% | -3.1% |
| Q1 2019 | $226,000 | +1.3% | 1,448 | +4.5% | 0.20% | -13.7% |
| Q3 2018 | $223,000 | -19.5% | 1,386 | -25.0% | 0.23% | -11.0% |
| Q2 2018 | $277,000 | -1.4% | 1,848 | -6.8% | 0.26% | -4.5% |
| Q1 2018 | $281,000 | +12.0% | 1,982 | +11.2% | 0.27% | +11.2% |
| Q4 2017 | $251,000 | – | 1,782 | – | 0.24% | – |
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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% |