VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $730,077 | -3.0% | 2,660 | 0.0% | 0.33% | -1.2% |
Q2 2023 | $752,762 | +13.7% | 2,660 | +0.2% | 0.33% | +4.4% |
Q1 2023 | $662,039 | +38.4% | 2,654 | +20.9% | 0.32% | +23.7% |
Q4 2022 | $478,394 | -34.0% | 2,195 | -35.2% | 0.26% | -40.5% |
Q3 2022 | $725,000 | +31.3% | 3,387 | +44.0% | 0.43% | +40.3% |
Q2 2022 | $552,000 | -34.1% | 2,352 | -20.8% | 0.31% | -26.1% |
Q1 2022 | $838,000 | -12.4% | 2,970 | -0.4% | 0.42% | -17.9% |
Q4 2021 | $957,000 | +4.5% | 2,981 | -4.5% | 0.51% | -6.6% |
Q3 2021 | $916,000 | +0.1% | 3,123 | 0.0% | 0.54% | -0.9% |
Q2 2021 | $915,000 | +12.1% | 3,123 | 0.0% | 0.55% | 0.0% |
Q1 2021 | $816,000 | +2.0% | 3,123 | -1.1% | 0.55% | -8.0% |
Q4 2020 | $800,000 | +9.9% | 3,157 | 0.0% | 0.60% | +1.0% |
Q3 2020 | $728,000 | +21.9% | 3,157 | +6.9% | 0.59% | +8.4% |
Q2 2020 | $597,000 | +40.8% | 2,952 | +9.1% | 0.54% | +18.0% |
Q1 2020 | $424,000 | +0.5% | 2,707 | +16.8% | 0.46% | +18.5% |
Q4 2019 | $422,000 | – | 2,317 | – | 0.39% | – |
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% |