VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,408,699 | -3.8% | 16,190 | 0.0% | 1.13% | -4.0% |
| Q2 2023 | $4,581,122 | +13.4% | 16,190 | 0.0% | 1.18% | +8.2% |
| Q1 2023 | $4,038,434 | +17.0% | 16,190 | 0.0% | 1.09% | +2.2% |
| Q4 2022 | $3,450,251 | +170.8% | 16,190 | +171.9% | 1.07% | +46.0% |
| Q3 2022 | $1,274,000 | -75.0% | 5,955 | -74.0% | 0.73% | -65.5% |
| Q2 2022 | $5,106,000 | -23.5% | 22,910 | -1.2% | 2.12% | -5.6% |
| Q1 2022 | $6,671,000 | -11.8% | 23,195 | -1.5% | 2.25% | -3.7% |
| Q4 2021 | $7,560,000 | +10.6% | 23,558 | 0.0% | 2.33% | +1.1% |
| Q3 2021 | $6,836,000 | -1.4% | 23,558 | -0.4% | 2.31% | +10.2% |
| Q2 2021 | $6,930,000 | +11.3% | 23,653 | -2.4% | 2.10% | +0.3% |
| Q1 2021 | $6,227,000 | -99.9% | 24,228 | 0.0% | 2.09% | -8.2% |
| Q4 2020 | $6,137,921,000 | +111215.2% | 24,228 | 0.0% | 2.28% | -7.5% |
| Q3 2020 | $5,514,000 | +12.6% | 24,228 | 0.0% | 2.46% | -3.3% |
| Q2 2020 | $4,896,000 | +29.0% | 24,228 | 0.0% | 2.54% | +10.5% |
| Q1 2020 | $3,796,000 | -14.0% | 24,228 | 0.0% | 2.30% | -0.4% |
| Q4 2019 | $4,414,000 | +9.6% | 24,228 | 0.0% | 2.31% | -0.8% |
| Q3 2019 | $4,029,000 | -8.5% | 24,228 | -10.1% | 2.33% | -5.8% |
| Q2 2019 | $4,404,000 | +4.5% | 26,953 | 0.0% | 2.47% | -1.7% |
| Q1 2019 | $4,216,000 | -28.5% | 26,953 | -38.6% | 2.52% | -32.4% |
| Q4 2018 | $5,898,000 | – | 43,908 | – | 3.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 150,486 | $43,280,000 | 31.36% |
| Bromfield Sneider Wealth Advisors | 98,974 | $28,465,000 | 29.88% |
| Axiom Advisory, LLC | 92,526 | $26,611,000 | 22.13% |
| Strategies Wealth Advisors, LLC | 261,887 | $75,318,746 | 20.14% |
| Peninsula Wealth, LLC | 238,486 | $68,589,000 | 19.54% |
| Benchmark Wealth Management, LLC | 98,896 | $28,442,000 | 19.13% |
| Dougherty Wealth Advisers LLC | 42,952 | $12,353,000 | 18.64% |
| Corrigan Financial, Inc. | 204,558 | $58,830,771 | 18.60% |
| Avory & Company, LLC | 101,636 | $29,231,000 | 18.30% |
| Merit Financial Group, LLC | 999,489 | $287,453,000 | 17.34% |