VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,686 | -3.6% | 854 | +0.1% | 0.12% | +0.8% |
| Q2 2023 | $241,450 | +13.6% | 853 | +0.1% | 0.12% | +6.2% |
| Q1 2023 | $212,532 | +17.3% | 852 | +0.1% | 0.11% | +10.8% |
| Q4 2022 | $181,257 | -0.4% | 851 | +0.2% | 0.10% | -11.3% |
| Q3 2022 | $182,000 | -3.7% | 849 | +0.2% | 0.12% | +3.6% |
| Q2 2022 | $189,000 | -33.7% | 847 | -14.5% | 0.11% | -28.8% |
| Q1 2022 | $285,000 | -10.4% | 991 | +0.1% | 0.16% | -2.5% |
| Q4 2021 | $318,000 | +657.1% | 990 | +582.8% | 0.16% | +595.7% |
| Q3 2021 | $42,000 | -46.2% | 145 | -46.7% | 0.02% | -46.5% |
| Q2 2021 | $78,000 | +110.8% | 272 | +87.6% | 0.04% | +104.8% |
| Q1 2021 | $37,000 | +2.8% | 145 | 0.0% | 0.02% | -16.0% |
| Q4 2020 | $36,000 | +24.1% | 145 | 0.0% | 0.02% | -16.7% |
| Q2 2020 | $29,000 | -76.2% | 145 | -81.4% | 0.03% | -80.6% |
| Q1 2020 | $122,000 | -98.2% | 779 | -97.9% | 0.16% | -96.7% |
| Q4 2019 | $6,700,000 | +9.9% | 36,777 | +0.3% | 4.64% | +16.8% |
| Q3 2019 | $6,099,000 | +0.1% | 36,680 | -1.6% | 3.97% | -3.1% |
| Q2 2019 | $6,091,000 | -0.6% | 37,280 | -4.8% | 4.10% | -12.9% |
| Q1 2019 | $6,129,000 | -11.9% | 39,180 | -9.3% | 4.70% | +40.7% |
| Q3 2018 | $6,954,000 | +2.9% | 43,184 | -4.2% | 3.34% | -21.2% |
| Q2 2018 | $6,757,000 | – | 45,100 | – | 4.24% | – |
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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% |