VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $780,081 | -27.1% | 2,865 | -24.2% | 0.21% | -27.0% |
| Q2 2023 | $1,069,686 | +13.9% | 3,780 | +0.4% | 0.29% | +1.4% |
| Q1 2023 | $939,384 | +10.9% | 3,766 | -5.3% | 0.29% | -3.0% |
| Q4 2022 | $847,225 | -7.5% | 3,976 | -7.1% | 0.30% | -19.0% |
| Q3 2022 | $916,000 | +7.8% | 4,280 | +12.2% | 0.37% | +8.9% |
| Q2 2022 | $850,000 | -22.9% | 3,815 | -0.5% | 0.34% | -19.5% |
| Q1 2022 | $1,103,000 | -10.5% | 3,836 | -0.1% | 0.42% | -18.4% |
| Q4 2021 | $1,233,000 | +5.6% | 3,841 | -4.5% | 0.52% | -3.2% |
| Q3 2021 | $1,168,000 | 0.0% | 4,024 | -1.2% | 0.53% | -3.6% |
| Q2 2021 | $1,168,000 | +43.3% | 4,074 | +13.7% | 0.55% | -4.5% |
| Q3 2020 | $815,000 | +9.1% | 3,582 | -3.1% | 0.58% | -19.8% |
| Q2 2020 | $747,000 | +13.4% | 3,698 | -12.0% | 0.72% | -13.7% |
| Q1 2020 | $659,000 | -19.3% | 4,203 | -6.2% | 0.84% | +38.7% |
| Q4 2019 | $817,000 | – | 4,483 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dougherty Wealth Advisers LLC | 69,467 | $14,862,000 | 29.40% |
| Jentner Corp | 159,842 | $34,198,000 | 27.30% |
| Bromfield Sneider Wealth Advisors | 98,269 | $21,025,000 | 24.86% |
| Safeguard Financial, LLC | 110,078 | $23,551,000 | 21.81% |
| Peninsula Wealth, LLC | 238,358 | $50,997,000 | 18.00% |
| Benchmark Wealth Management, LLC | 107,069 | $22,907,000 | 17.96% |
| NSI Retail Advisors, LLC | 281,887 | $60,310,000 | 17.86% |
| Axiom Advisory, LLC | 70,154 | $15,011,000 | 17.84% |
| Corrigan Financial, Inc. | 210,823 | $45,105,628 | 17.10% |
| EdgeRock Capital LLC | 131,445 | $28,123,000 | 16.02% |