VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,348,289 | +18.0% | 29,503 | +4.0% | 4.96% | +25.1% |
| Q1 2023 | $7,073,780 | +23.1% | 28,359 | +5.1% | 3.96% | +23.4% |
| Q4 2022 | $5,748,385 | +2.1% | 26,974 | +2.5% | 3.21% | +6.5% |
| Q3 2022 | $5,629,000 | -3.9% | 26,308 | +0.1% | 3.02% | +15.6% |
| Q2 2022 | $5,859,000 | -14.5% | 26,285 | +10.4% | 2.61% | -5.0% |
| Q1 2022 | $6,849,000 | -14.4% | 23,814 | -4.5% | 2.75% | -11.6% |
| Q4 2021 | $7,999,000 | +14.2% | 24,928 | +3.3% | 3.11% | +8.6% |
| Q3 2021 | $7,003,000 | +7.2% | 24,135 | +5.9% | 2.86% | +5.9% |
| Q2 2021 | $6,534,000 | +20.3% | 22,781 | +7.8% | 2.70% | -5.3% |
| Q1 2021 | $5,430,000 | +26.1% | 21,124 | +24.3% | 2.85% | -30.0% |
| Q4 2020 | $4,307,000 | – | 17,001 | – | 4.08% | – |
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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% |