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 | $836,343 | -4.7% | 3,071 | -1.0% | 0.39% | -0.3% |
| Q2 2023 | $877,527 | +9.5% | 3,101 | -3.5% | 0.39% | +2.6% |
| Q1 2023 | $801,248 | +17.1% | 3,212 | 0.0% | 0.38% | +14.7% |
| Q4 2022 | $684,533 | -0.4% | 3,212 | 0.0% | 0.33% | -18.9% |
| Q3 2022 | $687,000 | -4.1% | 3,212 | 0.0% | 0.41% | -2.1% |
| Q2 2022 | $716,000 | -22.3% | 3,212 | +0.2% | 0.42% | -13.4% |
| Q1 2022 | $922,000 | -10.1% | 3,207 | +0.3% | 0.49% | -1.2% |
| Q4 2021 | $1,026,000 | +10.6% | 3,197 | 0.0% | 0.49% | +4.5% |
| Q3 2021 | $928,000 | +1.2% | 3,197 | 0.0% | 0.47% | -3.5% |
| Q2 2021 | $917,000 | +9.0% | 3,197 | -2.3% | 0.49% | -1.6% |
| Q1 2021 | $841,000 | -6.9% | 3,273 | -8.1% | 0.50% | -12.7% |
| Q4 2020 | $903,000 | +8.9% | 3,563 | -2.2% | 0.57% | -6.1% |
| Q3 2020 | $829,000 | +11.3% | 3,642 | -1.2% | 0.60% | +5.0% |
| Q2 2020 | $745,000 | +29.3% | 3,688 | +0.4% | 0.58% | +8.7% |
| Q1 2020 | $576,000 | -52.4% | 3,674 | -44.7% | 0.53% | -39.9% |
| Q4 2019 | $1,210,000 | – | 6,642 | – | 0.88% | – |
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% |