VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 917 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.30 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,653,507 | -1.8% | 5,949 | 0.0% | 0.22% | -0.9% |
| Q2 2023 | $1,683,246 | +13.5% | 5,949 | +0.0% | 0.23% | -1.3% |
| Q1 2023 | $1,483,470 | +7.7% | 5,947 | -8.0% | 0.23% | +8.5% |
| Q4 2022 | $1,377,057 | +3.3% | 6,462 | +3.7% | 0.21% | -4.5% |
| Q3 2022 | $1,333,000 | -5.7% | 6,231 | -1.8% | 0.22% | +2.8% |
| Q2 2022 | $1,414,000 | -22.5% | 6,345 | +0.0% | 0.22% | -15.3% |
| Q1 2022 | $1,825,000 | -10.3% | 6,344 | +0.0% | 0.26% | -11.8% |
| Q4 2021 | $2,035,000 | +10.2% | 6,343 | -0.3% | 0.29% | -1.0% |
| Q3 2021 | $1,846,000 | +1.9% | 6,361 | +0.7% | 0.29% | +0.7% |
| Q2 2021 | $1,811,000 | +9.4% | 6,314 | -1.9% | 0.29% | +2.1% |
| Q1 2021 | $1,655,000 | +9.5% | 6,439 | +7.9% | 0.28% | +0.7% |
| Q4 2020 | $1,511,000 | +17.4% | 5,965 | +5.5% | 0.28% | -1.1% |
| Q3 2020 | $1,287,000 | +30.7% | 5,653 | +15.9% | 0.28% | +23.4% |
| Q2 2020 | $985,000 | +50.6% | 4,876 | +16.8% | 0.23% | +31.2% |
| Q1 2020 | $654,000 | -13.9% | 4,173 | 0.0% | 0.18% | +10.0% |
| Q4 2019 | $760,000 | +6.7% | 4,173 | 0.0% | 0.16% | +1.9% |
| Q3 2019 | $712,000 | +76.2% | 4,173 | +68.7% | 0.16% | +65.3% |
| Q2 2019 | $404,000 | +30.3% | 2,473 | +24.8% | 0.10% | +23.4% |
| Q1 2019 | $310,000 | – | 1,981 | – | 0.08% | – |
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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% |