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 2022 | $229,000 | -15.2% | 1,070 | -11.6% | 0.09% | -9.4% |
| Q2 2022 | $270,000 | -19.6% | 1,210 | +3.4% | 0.10% | +12.9% |
| Q1 2022 | $336,000 | -2.0% | 1,170 | +9.3% | 0.08% | +2.4% |
| Q4 2021 | $343,000 | -11.4% | 1,070 | -20.0% | 0.08% | -17.8% |
| Q3 2021 | $387,000 | -20.4% | 1,337 | -21.2% | 0.10% | -15.8% |
| Q2 2021 | $486,000 | +13.3% | 1,697 | +6.3% | 0.12% | +10.1% |
| Q1 2021 | $429,000 | +5.9% | 1,597 | 0.0% | 0.11% | -53.2% |
| Q4 2020 | $405,000 | – | 1,597 | – | 0.23% | – |
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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% |