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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $161,287 | +8.3% | 570 | -4.5% | 0.16% | +8.6% |
| Q1 2023 | $148,916 | -78.7% | 597 | -81.8% | 0.15% | -72.0% |
| Q4 2022 | $697,935 | +7654.8% | 3,275 | +7697.6% | 0.54% | +7600.0% |
| Q3 2022 | $9,000 | 0.0% | 42 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $9,000 | -40.0% | 42 | -20.8% | 0.01% | -30.0% |
| Q1 2022 | $15,000 | -11.8% | 53 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $17,000 | +41.7% | 53 | +26.2% | 0.01% | +25.0% |
| Q3 2021 | $12,000 | -7.7% | 42 | -8.7% | 0.01% | 0.0% |
| Q2 2021 | $13,000 | +18.2% | 46 | +9.5% | 0.01% | +14.3% |
| Q1 2021 | $11,000 | 0.0% | 42 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $11,000 | – | 42 | – | 0.01% | – |
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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% |