VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,143,274 | -9.2% | 11,543 | -5.6% | 0.88% | -7.4% |
| Q2 2023 | $3,460,601 | +5.3% | 12,230 | -7.2% | 0.95% | -3.9% |
| Q1 2023 | $3,286,123 | +14.4% | 13,174 | -2.3% | 0.99% | +5.8% |
| Q4 2022 | $2,872,936 | -1.0% | 13,481 | -0.7% | 0.94% | -9.7% |
| Q3 2022 | $2,903,000 | -2.6% | 13,570 | +1.5% | 1.04% | +3.0% |
| Q2 2022 | $2,980,000 | -24.7% | 13,369 | -2.8% | 1.00% | -14.7% |
| Q1 2022 | $3,955,000 | -18.1% | 13,752 | -8.6% | 1.18% | -18.9% |
| Q4 2021 | $4,828,000 | +6.9% | 15,045 | -3.3% | 1.45% | +1.6% |
| Q3 2021 | $4,515,000 | -0.3% | 15,560 | -1.4% | 1.43% | -5.1% |
| Q2 2021 | $4,527,000 | +13.2% | 15,785 | +1.5% | 1.51% | +4.4% |
| Q1 2021 | $3,999,000 | -1.6% | 15,559 | -3.1% | 1.44% | -8.5% |
| Q4 2020 | $4,066,000 | +9.9% | 16,051 | -1.2% | 1.58% | -1.5% |
| Q3 2020 | $3,699,000 | +12.3% | 16,251 | -0.3% | 1.60% | +13.7% |
| Q2 2020 | $3,294,000 | +29.6% | 16,298 | +0.5% | 1.41% | +9.8% |
| Q1 2020 | $2,542,000 | -13.0% | 16,220 | +1.1% | 1.28% | +3.8% |
| Q4 2019 | $2,921,000 | +12.0% | 16,037 | +2.3% | 1.24% | +3.5% |
| Q3 2019 | $2,608,000 | +3.3% | 15,684 | +1.5% | 1.19% | -2.4% |
| Q2 2019 | $2,524,000 | +4.3% | 15,450 | -0.1% | 1.22% | -2.8% |
| Q1 2019 | $2,420,000 | +22.4% | 15,468 | +5.1% | 1.26% | +9.3% |
| Q4 2018 | $1,977,000 | – | 14,717 | – | 1.15% | – |
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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% |