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 | $977,397 | +3.1% | 3,589 | +7.1% | 0.58% | +5.6% |
| Q2 2023 | $948,075 | +16.4% | 3,351 | +2.6% | 0.55% | +4.5% |
| Q1 2023 | $814,804 | +24.0% | 3,267 | +5.9% | 0.53% | +12.3% |
| Q4 2022 | $657,182 | +9.2% | 3,084 | +9.6% | 0.47% | +6.6% |
| Q3 2022 | $602,000 | +0.2% | 2,813 | +4.3% | 0.44% | +5.2% |
| Q2 2022 | $601,000 | -20.5% | 2,697 | +2.5% | 0.42% | +2.9% |
| Q1 2022 | $756,000 | -38.3% | 2,630 | -31.2% | 0.41% | -26.8% |
| Q4 2021 | $1,226,000 | +9.2% | 3,821 | -0.2% | 0.56% | -0.7% |
| Q3 2021 | $1,123,000 | +10.3% | 3,829 | +7.8% | 0.56% | +12.0% |
| Q2 2021 | $1,018,000 | +27.6% | 3,551 | +14.4% | 0.50% | +13.3% |
| Q1 2021 | $798,000 | -20.3% | 3,105 | -21.4% | 0.44% | -24.1% |
| Q4 2020 | $1,001,000 | +4.2% | 3,952 | -6.4% | 0.58% | -14.9% |
| Q3 2020 | $961,000 | +5.7% | 4,222 | -6.1% | 0.68% | -9.4% |
| Q2 2020 | $909,000 | +16.1% | 4,497 | -10.0% | 0.76% | -17.9% |
| Q1 2020 | $783,000 | -27.6% | 4,996 | -15.8% | 0.92% | -13.4% |
| Q4 2019 | $1,081,000 | +9.6% | 5,936 | +0.1% | 1.06% | +2.7% |
| Q3 2019 | $986,000 | -4.0% | 5,930 | -5.6% | 1.03% | +8.0% |
| Q2 2019 | $1,027,000 | +4.1% | 6,284 | -0.4% | 0.96% | -6.7% |
| Q1 2019 | $987,000 | – | 6,310 | – | 1.03% | – |
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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% |