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 | $1,149,018 | -46.7% | 4,220 | -44.6% | 0.64% | -48.5% |
| Q2 2023 | $2,154,706 | +13.5% | 7,615 | +0.1% | 1.24% | +7.7% |
| Q1 2023 | $1,898,540 | +16.9% | 7,611 | -0.1% | 1.15% | +8.8% |
| Q4 2022 | $1,623,475 | +0.4% | 7,618 | +0.7% | 1.06% | -9.3% |
| Q3 2022 | $1,617,000 | -3.0% | 7,562 | +1.1% | 1.17% | +2.8% |
| Q2 2022 | $1,667,000 | -9.4% | 7,479 | +16.9% | 1.14% | +9.3% |
| Q1 2022 | $1,840,000 | -6.2% | 6,399 | +4.7% | 1.04% | +9.0% |
| Q4 2021 | $1,961,000 | – | 6,113 | – | 0.95% | – |
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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% |