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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $648,290 | +7.4% | 2,151 | 0.0% | 0.24% | -1.6% |
| Q3 2023 | $603,356 | -0.9% | 2,151 | 0.0% | 0.25% | +3.3% |
| Q2 2023 | $608,647 | +28.4% | 2,151 | +13.2% | 0.24% | +22.6% |
| Q1 2023 | $474,185 | +17.0% | 1,901 | 0.0% | 0.20% | +41.3% |
| Q4 2022 | $405,122 | +84.1% | 1,901 | +86.7% | 0.14% | +62.4% |
| Q3 2022 | $220,000 | -6.0% | 1,018 | 0.0% | 0.08% | -8.6% |
| Q2 2022 | $234,000 | -20.1% | 1,018 | 0.0% | 0.09% | -57.1% |
| Q1 2022 | $293,000 | -6.7% | 1,018 | 0.0% | 0.22% | +79.3% |
| Q4 2021 | $314,000 | -0.3% | 1,018 | 0.0% | 0.12% | 0.0% |
| Q3 2021 | $315,000 | +6.8% | 1,018 | 0.0% | 0.12% | -8.3% |
| Q2 2021 | $295,000 | -24.6% | 1,018 | -27.9% | 0.13% | -57.3% |
| Q1 2021 | $391,000 | +9.5% | 1,411 | 0.0% | 0.31% | -1.6% |
| Q4 2020 | $357,000 | – | 1,411 | – | 0.31% | – |
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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% |