VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467,284 | -2.2% | 1,716 | +1.6% | 0.02% | 0.0% |
| Q2 2023 | $477,919 | +69.0% | 1,689 | +48.9% | 0.02% | +50.0% |
| Q1 2023 | $282,865 | -25.9% | 1,134 | -36.7% | 0.01% | -89.3% |
| Q4 2022 | $381,893 | -2.6% | 1,792 | -2.1% | 0.13% | +469.6% |
| Q3 2022 | $392,000 | -6.4% | 1,831 | -2.7% | 0.02% | 0.0% |
| Q2 2022 | $419,000 | +8.8% | 1,881 | +40.7% | 0.02% | +21.1% |
| Q1 2022 | $385,000 | -6.8% | 1,337 | +3.9% | 0.02% | -5.0% |
| Q4 2021 | $413,000 | +11.0% | 1,287 | +0.5% | 0.02% | -4.8% |
| Q3 2021 | $372,000 | +15.9% | 1,281 | +14.5% | 0.02% | +16.7% |
| Q2 2021 | $321,000 | +3.9% | 1,119 | -6.8% | 0.02% | 0.0% |
| Q1 2021 | $309,000 | +0.7% | 1,201 | -0.8% | 0.02% | -14.3% |
| Q4 2020 | $307,000 | +14.6% | 1,211 | 0.0% | 0.02% | +5.0% |
| Q3 2020 | $268,000 | -98.5% | 1,211 | -98.8% | 0.02% | -97.5% |
| Q4 2019 | $18,107,000 | +352.9% | 99,397 | +201.0% | 0.79% | +24.6% |
| Q1 2017 | $3,998,000 | – | 33,023 | – | 0.63% | – |
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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% |