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 | $1,604,367 | +16.9% | 5,892 | +21.5% | 0.26% | +17.9% |
| Q2 2023 | $1,371,850 | +39.3% | 4,848 | +22.8% | 0.22% | +30.5% |
| Q1 2023 | $984,725 | +36.1% | 3,948 | +16.3% | 0.17% | +27.5% |
| Q4 2022 | $723,434 | -61.1% | 3,395 | -61.0% | 0.13% | -60.1% |
| Q3 2022 | $1,861,000 | -2.0% | 8,700 | +2.1% | 0.33% | -4.9% |
| Q2 2022 | $1,899,000 | -6.1% | 8,520 | +5.5% | 0.34% | -10.2% |
| Q1 2022 | $2,023,000 | -13.8% | 8,074 | +10.4% | 0.38% | -27.3% |
| Q4 2021 | $2,347,000 | +41.7% | 7,315 | +28.2% | 0.53% | +18.9% |
| Q3 2021 | $1,656,000 | +16.4% | 5,708 | +15.0% | 0.44% | +0.5% |
| Q2 2021 | $1,423,000 | +417.5% | 4,962 | +398.7% | 0.44% | +284.3% |
| Q1 2021 | $275,000 | -12.7% | 995 | -20.0% | 0.12% | -19.6% |
| Q4 2020 | $315,000 | +2.3% | 1,243 | -7.0% | 0.14% | -15.4% |
| Q3 2020 | $308,000 | +33.3% | 1,337 | +18.2% | 0.17% | +16.6% |
| Q2 2020 | $231,000 | +12.1% | 1,131 | -0.2% | 0.14% | +20.8% |
| Q4 2019 | $206,000 | -62.9% | 1,133 | -72.6% | 0.12% | -70.6% |
| Q4 2018 | $555,000 | -26.9% | 4,128 | -12.2% | 0.41% | -19.2% |
| Q3 2018 | $759,000 | +13.8% | 4,700 | +5.6% | 0.50% | +3.3% |
| Q2 2018 | $667,000 | +62.3% | 4,450 | +53.8% | 0.49% | +42.2% |
| Q1 2018 | $411,000 | -14.7% | 2,894 | -15.5% | 0.34% | -6.8% |
| Q4 2017 | $482,000 | +3.2% | 3,424 | -2.7% | 0.37% | -9.8% |
| Q3 2017 | $467,000 | +15.6% | 3,520 | +10.7% | 0.41% | +2.0% |
| Q2 2017 | $404,000 | +56.6% | 3,179 | +50.0% | 0.40% | +29.4% |
| Q1 2017 | $258,000 | – | 2,119 | – | 0.31% | – |
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% |