VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $444,955 | -2.0% | 1,634 | +1.9% | 0.04% | -2.4% |
| Q2 2023 | $453,868 | +15.6% | 1,604 | +1.9% | 0.04% | +7.7% |
| Q1 2023 | $392,619 | +17.0% | 1,574 | 0.0% | 0.04% | +8.3% |
| Q4 2022 | $335,435 | +0.4% | 1,574 | +1.0% | 0.04% | -2.7% |
| Q3 2022 | $334,000 | -3.7% | 1,559 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $347,000 | -22.5% | 1,559 | 0.0% | 0.04% | -7.5% |
| Q1 2022 | $448,000 | -10.4% | 1,559 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $500,000 | +10.6% | 1,559 | 0.0% | 0.04% | +2.6% |
| Q3 2021 | $452,000 | +1.1% | 1,559 | 0.0% | 0.04% | +2.6% |
| Q2 2021 | $447,000 | +3.7% | 1,559 | 0.0% | 0.04% | +2.7% |
| Q1 2021 | $431,000 | -2.3% | 1,559 | -10.4% | 0.04% | -11.9% |
| Q4 2020 | $441,000 | – | 1,740 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bromfield Sneider Wealth Advisors | 93,208 | $28,976,418 | 19.62% |
| McAlister, Sweet & Associates, Inc. | 34,017 | $10,575,205 | 9.82% |
| GoalVest Advisory LLC | 70,143 | $21,806,087 | 9.59% |
| Dentgroup LLC | 20,974 | $6,520,352 | 5.79% |
| FC Advisory LLC | 40,783 | $12,678,709 | 4.90% |
| GILL CAPITAL PARTNERS, LLC | 34,372 | $10,685,598 | 4.50% |
| CATALYST PRIVATE WEALTH, LLC | 13,596 | $4,226,803 | 1.98% |
| Agate Pass Investment Management, LLC | 7,250 | $2,253,880 | 1.31% |
| High Net Worth Advisory Group LLC | 9,096 | $2,828,705 | 1.05% |
| Compass Financial Group, INC/SD | 9,305 | $2,892,660 | 0.76% |