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 | $1,532,037 | -3.7% | 5,626 | +0.1% | 0.40% | -2.0% |
Q2 2023 | $1,590,171 | +1.2% | 5,620 | -10.8% | 0.40% | -28.1% |
Q1 2023 | $1,572,067 | +24.6% | 6,302 | +6.5% | 0.56% | +13.5% |
Q4 2022 | $1,261,472 | +200.4% | 5,919 | +201.2% | 0.50% | +134.0% |
Q3 2022 | $420,000 | +636.8% | 1,965 | +679.8% | 0.21% | +332.7% |
Q4 2020 | $57,000 | – | 252 | – | 0.05% | – |
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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% |