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 | $493,867 | +9.2% | 1,814 | +13.5% | 0.15% | +13.2% |
Q2 2023 | $452,273 | +25.8% | 1,598 | +10.9% | 0.13% | +19.4% |
Q1 2023 | $359,513 | +22.6% | 1,441 | +4.7% | 0.11% | +17.4% |
Q4 2022 | $293,170 | -0.3% | 1,376 | +0.2% | 0.09% | -6.1% |
Q3 2022 | $294,000 | -3.9% | 1,373 | +0.1% | 0.10% | -6.7% |
Q2 2022 | $306,000 | -21.7% | 1,371 | +1.0% | 0.10% | -9.5% |
Q1 2022 | $391,000 | -13.5% | 1,358 | -3.5% | 0.12% | -16.5% |
Q4 2021 | $452,000 | +15.9% | 1,407 | +4.6% | 0.14% | +6.9% |
Q3 2021 | $390,000 | +7.1% | 1,345 | +6.0% | 0.13% | +8.3% |
Q2 2021 | $364,000 | -14.6% | 1,269 | -23.5% | 0.12% | -16.7% |
Q1 2021 | $426,000 | +10.9% | 1,659 | +9.6% | 0.14% | +5.1% |
Q4 2020 | $384,000 | +14.3% | 1,514 | +2.5% | 0.14% | +0.7% |
Q3 2020 | $336,000 | +17.9% | 1,477 | +4.6% | 0.14% | +10.6% |
Q2 2020 | $285,000 | +46.2% | 1,412 | +13.4% | 0.12% | +25.5% |
Q1 2020 | $195,000 | -7.6% | 1,245 | +7.7% | 0.10% | +15.3% |
Q4 2019 | $211,000 | – | 1,156 | – | 0.08% | – |
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% |