VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $4,617,898 | +7.9% | 14,854 | -5.5% | 0.64% | +11.1% |
Q3 2023 | $4,281,363 | -0.0% | 15,722 | +3.9% | 0.58% | -6.2% |
Q2 2023 | $4,281,689 | +11.9% | 15,132 | -1.3% | 0.61% | +1.8% |
Q1 2023 | $3,825,194 | +17.8% | 15,335 | +0.7% | 0.60% | +5.6% |
Q4 2022 | $3,246,375 | +1.6% | 15,233 | +2.0% | 0.57% | -28.7% |
Q3 2022 | $3,195,000 | +1.1% | 14,933 | +5.3% | 0.80% | -10.1% |
Q2 2022 | $3,161,000 | -41.5% | 14,183 | -24.5% | 0.89% | -33.9% |
Q1 2022 | $5,405,000 | -12.0% | 18,794 | -1.8% | 1.35% | -15.7% |
Q4 2021 | $6,140,000 | -2.9% | 19,135 | -12.2% | 1.60% | -22.7% |
Q3 2021 | $6,324,000 | -3.2% | 21,795 | -4.3% | 2.07% | +0.1% |
Q2 2021 | $6,531,000 | +9.9% | 22,770 | -1.5% | 2.06% | -3.5% |
Q1 2021 | $5,944,000 | +26.6% | 23,124 | +24.8% | 2.14% | +13.8% |
Q4 2020 | $4,695,000 | – | 18,532 | – | 1.88% | – |
Download |
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% |