VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,442,112 | -2.3% | 16,313 | +1.5% | 1.94% | -2.0% |
| Q2 2023 | $4,548,638 | +9.9% | 16,075 | -3.1% | 1.98% | +0.6% |
| Q1 2023 | $4,139,897 | +17.8% | 16,597 | +0.6% | 1.96% | +15.9% |
| Q4 2022 | $3,515,124 | -64.5% | 16,494 | -64.3% | 1.70% | -66.2% |
| Q3 2022 | $9,888,000 | -8.7% | 46,215 | -4.9% | 5.02% | -1.9% |
| Q2 2022 | $10,835,000 | -10.2% | 48,609 | +15.9% | 5.11% | +3.2% |
| Q1 2022 | $12,061,000 | -14.7% | 41,937 | -4.8% | 4.96% | -17.4% |
| Q4 2021 | $14,136,000 | +3.5% | 44,051 | -6.4% | 6.00% | -14.1% |
| Q3 2021 | $13,659,000 | +1.0% | 47,050 | -0.3% | 6.98% | -6.1% |
| Q2 2021 | $13,529,000 | +24.9% | 47,172 | +11.9% | 7.44% | -4.5% |
| Q1 2021 | $10,835,000 | +7.1% | 42,154 | +5.6% | 7.78% | -10.2% |
| Q4 2020 | $10,116,000 | – | 39,930 | – | 8.67% | – |
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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% |