VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,211,783 | -3.3% | 26,484 | +0.5% | 4.06% | -2.5% |
| Q2 2023 | $7,456,030 | +14.0% | 26,350 | +0.5% | 4.17% | +11.3% |
| Q1 2023 | $6,542,264 | +17.3% | 26,230 | +0.2% | 3.74% | +13.9% |
| Q4 2022 | $5,577,350 | -0.3% | 26,171 | +0.1% | 3.29% | -9.8% |
| Q3 2022 | $5,593,000 | -4.3% | 26,141 | -0.3% | 3.65% | +1.1% |
| Q2 2022 | $5,846,000 | -19.9% | 26,227 | +3.4% | 3.61% | -5.7% |
| Q1 2022 | $7,294,000 | -7.4% | 25,361 | +3.3% | 3.83% | -4.5% |
| Q4 2021 | $7,878,000 | +17.6% | 24,550 | +6.4% | 4.00% | +0.9% |
| Q3 2021 | $6,697,000 | +19.8% | 23,078 | +18.5% | 3.97% | +18.2% |
| Q2 2021 | $5,588,000 | +25.9% | 19,483 | +12.9% | 3.36% | +16.3% |
| Q1 2021 | $4,437,000 | +0.1% | 17,261 | -1.3% | 2.89% | -9.4% |
| Q4 2020 | $4,431,000 | +13.3% | 17,490 | +1.8% | 3.19% | -6.3% |
| Q3 2020 | $3,910,000 | +10.2% | 17,176 | -2.1% | 3.40% | -0.1% |
| Q2 2020 | $3,547,000 | +26.8% | 17,553 | -1.6% | 3.41% | +1.9% |
| Q1 2020 | $2,797,000 | -23.2% | 17,844 | -10.8% | 3.34% | +1.7% |
| Q4 2019 | $3,643,000 | – | 19,998 | – | 3.29% | – |
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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% |