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 | $3,600,971 | -0.7% | 13,224 | +3.2% | 0.30% | -1.6% |
| Q2 2023 | $3,627,060 | +5.8% | 12,819 | -6.7% | 0.31% | -3.1% |
| Q1 2023 | $3,428,179 | +19.4% | 13,743 | +2.0% | 0.32% | +8.9% |
| Q4 2022 | $2,871,281 | -48.0% | 13,473 | -47.6% | 0.29% | -7.3% |
| Q3 2022 | $5,522,000 | -7.6% | 25,709 | -3.8% | 0.32% | -7.9% |
| Q2 2022 | $5,973,000 | -21.8% | 26,728 | +0.7% | 0.34% | -7.5% |
| Q1 2022 | $7,638,000 | +80.1% | 26,555 | +101.0% | 0.37% | -11.5% |
| Q4 2021 | $4,240,000 | +30.7% | 13,210 | +16.8% | 0.42% | +25.4% |
| Q2 2021 | $3,244,000 | +32.0% | 11,314 | +18.3% | 0.33% | +1.2% |
| Q1 2021 | $2,457,000 | -8.7% | 9,560 | -9.9% | 0.33% | -16.5% |
| Q4 2020 | $2,690,000 | +21.3% | 10,616 | +9.0% | 0.40% | +9.1% |
| Q3 2020 | $2,217,000 | +40.2% | 9,737 | +24.6% | 0.36% | +26.1% |
| Q2 2020 | $1,581,000 | +11.3% | 7,817 | -13.5% | 0.29% | -12.0% |
| Q1 2020 | $1,420,000 | +44.9% | 9,035 | +68.0% | 0.33% | +120.3% |
| Q4 2019 | $980,000 | +105.9% | 5,377 | +87.8% | 0.15% | +49.5% |
| Q3 2019 | $476,000 | -8.8% | 2,863 | -10.3% | 0.10% | +43.5% |
| Q2 2019 | $522,000 | +40.3% | 3,192 | +34.8% | 0.07% | -16.9% |
| Q1 2019 | $372,000 | -62.2% | 2,368 | -67.8% | 0.08% | -68.7% |
| Q4 2018 | $984,000 | – | 7,354 | – | 0.26% | – |
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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% |