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 | $747,491 | -10.9% | 2,745 | -7.5% | 0.12% | -9.8% |
| Q2 2023 | $839,259 | +11.5% | 2,966 | -1.7% | 0.13% | +4.8% |
| Q1 2023 | $752,810 | +15.4% | 3,018 | -1.4% | 0.13% | +7.7% |
| Q4 2022 | $652,330 | -5.9% | 3,061 | -5.6% | 0.12% | -13.3% |
| Q3 2022 | $693,000 | -13.8% | 3,241 | -10.2% | 0.14% | -16.1% |
| Q2 2022 | $804,000 | -12.7% | 3,609 | +12.6% | 0.16% | -4.2% |
| Q1 2022 | $921,000 | -16.7% | 3,204 | -7.0% | 0.17% | -14.3% |
| Q4 2021 | $1,105,000 | +20.0% | 3,444 | +8.5% | 0.20% | +10.7% |
| Q3 2021 | $921,000 | -0.2% | 3,174 | -1.4% | 0.18% | -1.7% |
| Q2 2021 | $923,000 | +11.6% | 3,218 | 0.0% | 0.18% | +10.4% |
| Q1 2021 | $827,000 | -4.2% | 3,218 | -5.5% | 0.16% | -7.4% |
| Q4 2020 | $863,000 | +9.0% | 3,407 | -2.1% | 0.18% | +0.6% |
| Q3 2020 | $792,000 | +12.2% | 3,480 | -0.4% | 0.18% | +4.8% |
| Q2 2020 | $706,000 | +17.3% | 3,495 | -9.0% | 0.17% | 0.0% |
| Q1 2020 | $602,000 | -11.2% | 3,842 | +3.3% | 0.17% | +54.6% |
| Q4 2019 | $678,000 | +13.9% | 3,720 | -2.2% | 0.11% | +68.8% |
| Q2 2019 | $595,000 | 0.0% | 3,805 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $595,000 | +10.8% | 3,805 | -4.8% | 0.06% | -61.7% |
| Q4 2018 | $537,000 | – | 3,998 | – | 0.17% | – |
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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% |