VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $317,049 | -3.8% | 1,164 | 0.0% | 0.08% | +8.2% |
Q2 2023 | $329,444 | -17.5% | 1,164 | -27.2% | 0.07% | -41.6% |
Q1 2023 | $399,169 | +17.0% | 1,600 | 0.0% | 0.12% | +11.6% |
Q4 2022 | $341,027 | -0.6% | 1,600 | -0.3% | 0.11% | -13.8% |
Q3 2022 | $343,000 | -8.0% | 1,605 | -4.2% | 0.13% | -5.8% |
Q2 2022 | $373,000 | -11.8% | 1,675 | +13.7% | 0.14% | -2.8% |
Q1 2022 | $423,000 | -10.4% | 1,473 | +0.1% | 0.14% | -8.4% |
Q4 2021 | $472,000 | +16.5% | 1,471 | +5.4% | 0.16% | 0.0% |
Q3 2021 | $405,000 | +22.0% | 1,395 | +20.5% | 0.16% | +20.2% |
Q2 2021 | $332,000 | +11.4% | 1,158 | 0.0% | 0.13% | -15.1% |
Q1 2021 | $298,000 | +1.7% | 1,158 | 0.0% | 0.15% | -12.1% |
Q4 2020 | $293,000 | +10.6% | 1,158 | 0.0% | 0.17% | -11.3% |
Q3 2020 | $265,000 | +13.2% | 1,158 | 0.0% | 0.20% | +14.0% |
Q2 2020 | $234,000 | +29.3% | 1,158 | 0.0% | 0.17% | -0.6% |
Q1 2020 | $181,000 | -17.0% | 1,158 | 0.0% | 0.17% | -11.3% |
Q4 2019 | $218,000 | – | 1,158 | – | 0.19% | – |
Download |
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% |