VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,518 | -3.7% | 924 | +0.1% | 0.09% | -5.1% |
| Q2 2023 | $261,112 | +13.6% | 923 | +0.1% | 0.10% | +16.5% |
| Q1 2023 | $229,952 | +3.6% | 922 | -11.2% | 0.08% | -7.6% |
| Q3 2022 | $222,000 | -3.9% | 1,038 | +0.1% | 0.09% | +5.7% |
| Q2 2022 | $231,000 | -23.3% | 1,037 | -0.8% | 0.09% | -13.0% |
| Q1 2022 | $301,000 | -30.5% | 1,045 | -22.6% | 0.10% | -29.6% |
| Q4 2021 | $433,000 | +30.4% | 1,351 | +17.9% | 0.14% | +23.5% |
| Q3 2021 | $332,000 | +1.2% | 1,146 | +0.1% | 0.12% | +0.9% |
| Q2 2021 | $328,000 | -16.8% | 1,145 | -25.2% | 0.11% | -23.5% |
| Q1 2021 | $394,000 | +1.5% | 1,531 | +0.1% | 0.15% | -3.2% |
| Q4 2020 | $388,000 | +11.5% | 1,530 | +0.2% | 0.15% | +2.0% |
| Q3 2020 | $348,000 | +13.0% | 1,527 | +0.1% | 0.15% | -0.7% |
| Q2 2020 | $308,000 | -6.7% | 1,526 | -27.5% | 0.15% | -19.6% |
| Q1 2020 | $330,000 | -18.9% | 2,105 | -5.7% | 0.19% | -5.0% |
| Q4 2019 | $407,000 | +9.7% | 2,232 | +0.1% | 0.20% | +4.2% |
| Q3 2019 | $371,000 | – | 2,230 | – | 0.19% | – |
Download | ||||||
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% |