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 | $13,493,207 | +0.9% | 49,551 | +6.3% | 2.72% | +6.4% |
| Q2 2023 | $13,373,146 | +48.5% | 46,601 | +29.1% | 2.56% | +37.4% |
| Q1 2023 | $9,006,914 | +28.5% | 36,109 | +9.8% | 1.86% | +22.7% |
| Q4 2022 | $7,011,442 | +1134.4% | 32,901 | +1138.7% | 1.52% | +1085.9% |
| Q3 2022 | $568,000 | -4.1% | 2,656 | 0.0% | 0.13% | -1.5% |
| Q2 2022 | $592,000 | -27.4% | 2,656 | -6.3% | 0.13% | -18.2% |
| Q1 2022 | $815,000 | -10.3% | 2,834 | 0.0% | 0.16% | -9.1% |
| Q4 2021 | $909,000 | +10.6% | 2,834 | 0.0% | 0.18% | +6.1% |
| Q3 2021 | $822,000 | +5.2% | 2,834 | +4.1% | 0.16% | +10.7% |
| Q2 2021 | $781,000 | -16.9% | 2,723 | -25.5% | 0.15% | -24.0% |
| Q1 2021 | $940,000 | +1.5% | 3,657 | 0.0% | 0.20% | +1.6% |
| Q4 2020 | $926,000 | – | 3,657 | – | 0.19% | – |
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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% |