VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625,768 | +10.2% | 2,298 | +14.5% | 0.14% | +13.7% |
| Q2 2023 | $567,901 | +13.4% | 2,007 | 0.0% | 0.12% | +8.8% |
| Q1 2023 | $500,626 | +17.0% | 2,007 | 0.0% | 0.11% | +11.8% |
| Q4 2022 | $427,712 | -0.3% | 2,007 | 0.0% | 0.10% | -3.8% |
| Q3 2022 | $429,000 | +13.2% | 2,007 | +17.9% | 0.11% | +20.5% |
| Q2 2022 | $379,000 | -22.5% | 1,702 | 0.0% | 0.09% | -7.4% |
| Q1 2022 | $489,000 | -10.4% | 1,702 | 0.0% | 0.10% | -6.9% |
| Q4 2021 | $546,000 | +2.4% | 1,702 | -7.3% | 0.10% | -2.9% |
| Q3 2021 | $533,000 | +1.1% | 1,837 | 0.0% | 0.10% | +5.0% |
| Q2 2021 | $527,000 | +11.7% | 1,837 | 0.0% | 0.10% | +4.2% |
| Q1 2021 | $472,000 | +1.5% | 1,837 | 0.0% | 0.10% | -5.0% |
| Q4 2020 | $465,000 | +11.2% | 1,837 | 0.0% | 0.10% | -1.0% |
| Q3 2020 | $418,000 | +12.7% | 1,837 | 0.0% | 0.10% | +4.1% |
| Q2 2020 | $371,000 | +28.8% | 1,837 | 0.0% | 0.10% | +12.6% |
| Q1 2020 | $288,000 | -14.0% | 1,837 | 0.0% | 0.09% | +7.4% |
| Q4 2019 | $335,000 | +9.8% | 1,837 | 0.0% | 0.08% | +2.5% |
| Q3 2019 | $305,000 | +1.7% | 1,837 | 0.0% | 0.08% | 0.0% |
| Q2 2019 | $300,000 | +4.5% | 1,837 | 0.0% | 0.08% | -2.5% |
| Q1 2019 | $287,000 | +16.2% | 1,837 | 0.0% | 0.08% | 0.0% |
| Q4 2018 | $247,000 | -16.6% | 1,837 | 0.0% | 0.08% | 0.0% |
| Q3 2018 | $296,000 | +5.0% | 1,837 | -2.3% | 0.08% | -3.6% |
| Q2 2018 | $282,000 | +8.0% | 1,880 | +2.3% | 0.08% | -3.4% |
| Q1 2018 | $261,000 | +1.2% | 1,837 | 0.0% | 0.09% | +4.8% |
| Q4 2017 | $258,000 | +5.7% | 1,837 | 0.0% | 0.08% | -1.2% |
| Q3 2017 | $244,000 | +4.7% | 1,837 | 0.0% | 0.08% | -2.3% |
| Q2 2017 | $233,000 | +4.0% | 1,837 | 0.0% | 0.09% | -1.1% |
| Q1 2017 | $224,000 | +9.3% | 1,837 | 0.0% | 0.09% | +1.2% |
| Q4 2016 | $205,000 | -0.5% | 1,837 | 0.0% | 0.09% | -7.5% |
| Q3 2016 | $206,000 | – | 1,837 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 150,486 | $43,280,000 | 31.36% |
| Bromfield Sneider Wealth Advisors | 98,974 | $28,465,000 | 29.88% |
| Axiom Advisory, LLC | 92,526 | $26,611,000 | 22.13% |
| Strategies Wealth Advisors, LLC | 261,887 | $75,318,746 | 20.14% |
| Peninsula Wealth, LLC | 238,486 | $68,589,000 | 19.54% |
| Benchmark Wealth Management, LLC | 98,896 | $28,442,000 | 19.13% |
| Dougherty Wealth Advisers LLC | 42,952 | $12,353,000 | 18.64% |
| Corrigan Financial, Inc. | 204,558 | $58,830,771 | 18.60% |
| Avory & Company, LLC | 101,636 | $29,231,000 | 18.30% |
| Merit Financial Group, LLC | 999,489 | $287,453,000 | 17.34% |