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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $941,002 | -18.4% | 3,456 | -15.2% | 0.14% | -5.4% |
| Q2 2023 | $1,153,284 | +26.2% | 4,076 | +11.2% | 0.15% | +24.2% |
| Q1 2023 | $913,858 | +16.3% | 3,664 | -0.7% | 0.12% | +10.1% |
| Q4 2022 | $786,054 | +15.8% | 3,688 | +16.2% | 0.11% | 0.0% |
| Q3 2022 | $679,000 | -5.0% | 3,175 | -1.0% | 0.11% | -0.9% |
| Q2 2022 | $715,000 | -26.1% | 3,206 | -4.7% | 0.11% | -15.4% |
| Q1 2022 | $968,000 | -5.5% | 3,365 | +5.5% | 0.13% | -4.4% |
| Q4 2021 | $1,024,000 | +6.6% | 3,190 | +1.9% | 0.14% | +4.6% |
| Q3 2021 | $961,000 | +9.3% | 3,131 | +2.1% | 0.13% | +7.4% |
| Q2 2021 | $879,000 | +14.3% | 3,066 | +2.5% | 0.12% | +6.1% |
| Q1 2021 | $769,000 | +0.4% | 2,991 | -1.1% | 0.11% | -13.6% |
| Q4 2020 | $766,000 | – | 3,023 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dougherty Wealth Advisers LLC | 69,467 | $14,862,000 | 29.40% |
| Jentner Corp | 159,842 | $34,198,000 | 27.30% |
| Bromfield Sneider Wealth Advisors | 98,269 | $21,025,000 | 24.86% |
| Safeguard Financial, LLC | 110,078 | $23,551,000 | 21.81% |
| Peninsula Wealth, LLC | 238,358 | $50,997,000 | 18.00% |
| Benchmark Wealth Management, LLC | 107,069 | $22,907,000 | 17.96% |
| NSI Retail Advisors, LLC | 281,887 | $60,310,000 | 17.86% |
| Axiom Advisory, LLC | 70,154 | $15,011,000 | 17.84% |
| Corrigan Financial, Inc. | 210,823 | $45,105,628 | 17.10% |
| EdgeRock Capital LLC | 131,445 | $28,123,000 | 16.02% |