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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $18,974,000 | +7.8% | 59,126 | -2.6% | 3.26% | -5.7% |
| Q3 2021 | $17,607,000 | +1.6% | 60,678 | +0.4% | 3.46% | +0.1% |
| Q2 2021 | $17,336,000 | +10.2% | 60,443 | -1.2% | 3.45% | +2.5% |
| Q1 2021 | $15,725,000 | +2.6% | 61,176 | +1.1% | 3.37% | -5.9% |
| Q4 2020 | $15,325,000 | +14.3% | 60,491 | +2.7% | 3.58% | -3.4% |
| Q3 2020 | $13,405,000 | +10.6% | 58,895 | -1.8% | 3.71% | +1.8% |
| Q2 2020 | $12,125,000 | +30.9% | 59,996 | +1.5% | 3.64% | +14.5% |
| Q1 2020 | $9,261,000 | -12.9% | 59,103 | +1.2% | 3.18% | +25.1% |
| Q4 2019 | $10,638,000 | +8.6% | 58,395 | -0.9% | 2.54% | +5.2% |
| Q3 2019 | $9,799,000 | +1.2% | 58,934 | -0.5% | 2.42% | -2.2% |
| Q2 2019 | $9,679,000 | +4.9% | 59,238 | +0.4% | 2.47% | +7.3% |
| Q1 2019 | $9,228,000 | +11.2% | 59,014 | -4.5% | 2.30% | -4.6% |
| Q4 2018 | $8,300,000 | – | 61,786 | – | 2.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dougherty Wealth Advisers LLC | 68,943 | $15,367,000 | 28.68% |
| Bell Rock Capital LLC | 157,270 | $35,054,000 | 27.26% |
| Jentner Corp | 159,681 | $35,591,000 | 27.04% |
| Bromfield Sneider Wealth Advisors | 97,953 | $21,833,000 | 26.55% |
| Strategies Wealth Advisors, LLC | 295,234 | $65,804,800 | 18.88% |
| Safeguard Financial, LLC | 69,710 | $15,537,000 | 18.55% |
| Peninsula Wealth, LLC | 238,658 | $53,195,000 | 18.00% |
| EdgeRock Capital LLC | 111,291 | $24,806,000 | 16.98% |
| Benchmark Wealth Management, LLC | 102,961 | $22,949,000 | 16.89% |
| Corrigan Financial, Inc. | 206,867 | $46,108,552 | 16.69% |