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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,966,647 | -1.2% | 9,228 | -0.8% | 0.89% | -9.7% |
| Q3 2022 | $1,990,000 | +20.5% | 9,303 | +25.6% | 0.98% | +23.8% |
| Q2 2022 | $1,651,000 | -17.8% | 7,409 | +6.1% | 0.79% | -39.3% |
| Q1 2022 | $2,008,000 | +8.5% | 6,982 | +21.1% | 1.31% | +24.6% |
| Q4 2021 | $1,850,000 | +160.2% | 5,764 | +135.1% | 1.05% | +136.3% |
| Q3 2021 | $711,000 | +70.1% | 2,452 | +68.1% | 0.44% | +68.8% |
| Q2 2021 | $418,000 | +65.2% | 1,459 | +48.3% | 0.26% | +55.6% |
| Q1 2021 | $253,000 | +1.6% | 984 | +0.1% | 0.17% | -18.4% |
| Q4 2020 | $249,000 | – | 983 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bromfield Sneider Wealth Advisors | 93,208 | $28,976,418 | 19.62% |
| McAlister, Sweet & Associates, Inc. | 34,017 | $10,575,205 | 9.82% |
| GoalVest Advisory LLC | 70,143 | $21,806,087 | 9.59% |
| Dentgroup LLC | 20,974 | $6,520,352 | 5.79% |
| FC Advisory LLC | 40,783 | $12,678,709 | 4.90% |
| GILL CAPITAL PARTNERS, LLC | 34,372 | $10,685,598 | 4.50% |
| CATALYST PRIVATE WEALTH, LLC | 13,596 | $4,226,803 | 1.98% |
| Agate Pass Investment Management, LLC | 7,250 | $2,253,880 | 1.31% |
| High Net Worth Advisory Group LLC | 9,096 | $2,828,705 | 1.05% |
| Compass Financial Group, INC/SD | 9,305 | $2,892,660 | 0.76% |