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 | $5,882,626 | -8.0% | 21,603 | -4.4% | 1.54% | -8.8% |
| Q2 2023 | $6,394,503 | +9.6% | 22,599 | -3.4% | 1.69% | +3.4% |
| Q1 2023 | $5,835,284 | +14.1% | 23,394 | -2.5% | 1.63% | +9.5% |
| Q4 2022 | $5,115,161 | -4.2% | 24,002 | -3.8% | 1.49% | -6.3% |
| Q3 2022 | $5,339,000 | -4.6% | 24,953 | -0.6% | 1.59% | -5.1% |
| Q2 2022 | $5,597,000 | -24.5% | 25,112 | -2.6% | 1.67% | -14.5% |
| Q1 2022 | $7,417,000 | -8.8% | 25,789 | +1.7% | 1.96% | -8.1% |
| Q4 2021 | $8,137,000 | +13.3% | 25,357 | +2.4% | 2.13% | +2.4% |
| Q3 2021 | $7,183,000 | +1.9% | 24,755 | +0.7% | 2.08% | +6.5% |
| Q2 2021 | $7,050,000 | +15.1% | 24,580 | +3.2% | 1.96% | +16.9% |
| Q1 2021 | $6,124,000 | -0.3% | 23,826 | -1.8% | 1.67% | -7.8% |
| Q4 2020 | $6,144,000 | +14.0% | 24,255 | -0.3% | 1.81% | +5.0% |
| Q3 2020 | $5,391,000 | – | 24,338 | – | 1.73% | – |
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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% |