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 | $308,445 | -3.7% | 1,133 | +0.2% | 0.11% | +1.9% |
| Q2 2023 | $320,137 | +13.6% | 1,131 | +0.1% | 0.10% | +15.4% |
| Q1 2023 | $281,860 | +15.7% | 1,130 | -1.1% | 0.09% | +15.2% |
| Q4 2022 | $243,619 | -2.9% | 1,143 | -2.6% | 0.08% | -11.2% |
| Q3 2022 | $251,000 | -3.8% | 1,173 | +0.2% | 0.09% | +6.0% |
| Q2 2022 | $261,000 | -20.7% | 1,171 | +2.4% | 0.08% | -5.6% |
| Q1 2022 | $329,000 | -10.4% | 1,143 | +0.1% | 0.09% | -11.0% |
| Q4 2021 | $367,000 | +10.2% | 1,142 | -0.5% | 0.10% | +7.5% |
| Q3 2021 | $333,000 | -93.0% | 1,148 | -93.8% | 0.09% | -89.6% |
| Q1 2021 | $4,730,000 | +1303.6% | 18,402 | +755.1% | 0.90% | +1764.6% |
| Q4 2019 | $337,000 | – | 2,152 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dougherty Wealth Advisers LLC | 69,467 | $14,862,000 | 29.40% |
| Jentner Corp | 159,842 | $34,198,000 | 27.30% |
| Bromfield Sneider Wealth Advisors | 98,269 | $21,025,000 | 24.86% |
| Safeguard Financial, LLC | 110,078 | $23,551,000 | 21.81% |
| Peninsula Wealth, LLC | 238,358 | $50,997,000 | 18.00% |
| Benchmark Wealth Management, LLC | 107,069 | $22,907,000 | 17.96% |
| NSI Retail Advisors, LLC | 281,887 | $60,310,000 | 17.86% |
| Axiom Advisory, LLC | 70,154 | $15,011,000 | 17.84% |
| Corrigan Financial, Inc. | 210,823 | $45,105,628 | 17.10% |
| EdgeRock Capital LLC | 131,445 | $28,123,000 | 16.02% |