VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,037,197 | +2.6% | 17,958 | +2.5% | 4.86% | -0.9% |
| Q2 2023 | $4,909,098 | +23.7% | 17,524 | +9.9% | 4.90% | +13.8% |
| Q1 2023 | $3,970,143 | +22.3% | 15,952 | +6.2% | 4.31% | +4.2% |
| Q4 2022 | $3,245,684 | +62.3% | 15,025 | +64.5% | 4.13% | +46.2% |
| Q3 2022 | $2,000,000 | -9.8% | 9,136 | +3.8% | 2.83% | -3.3% |
| Q2 2022 | $2,218,000 | -0.4% | 8,804 | +14.0% | 2.92% | +2.3% |
| Q1 2022 | $2,227,000 | +14.3% | 7,721 | +22.1% | 2.86% | +10.5% |
| Q4 2021 | $1,949,000 | +32.7% | 6,324 | +23.6% | 2.58% | +14.7% |
| Q3 2021 | $1,469,000 | +2.6% | 5,117 | +2.5% | 2.25% | -0.7% |
| Q2 2021 | $1,432,000 | +11.5% | 4,992 | +1.6% | 2.27% | -1.1% |
| Q1 2021 | $1,284,000 | +7.2% | 4,912 | +3.8% | 2.30% | -2.1% |
| Q4 2020 | $1,198,000 | +13.1% | 4,730 | +1.7% | 2.34% | -14.2% |
| Q3 2020 | $1,059,000 | +16.4% | 4,651 | +3.3% | 2.73% | -7.0% |
| Q2 2020 | $910,000 | +38.9% | 4,502 | +7.8% | 2.94% | -1.1% |
| Q1 2020 | $655,000 | +14.1% | 4,178 | +32.5% | 2.97% | +68.4% |
| Q4 2019 | $574,000 | – | 3,153 | – | 1.76% | – |
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% |