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 | $2,098,667 | -3.9% | 7,707 | -0.1% | 2.00% | +1.4% |
| Q2 2023 | $2,183,474 | +13.4% | 7,717 | +0.0% | 1.97% | +6.4% |
| Q1 2023 | $1,924,717 | +19.4% | 7,716 | +2.0% | 1.85% | +11.9% |
| Q4 2022 | $1,612,323 | -1.7% | 7,566 | -1.3% | 1.65% | -13.5% |
| Q3 2022 | $1,640,000 | -4.0% | 7,665 | 0.0% | 1.91% | +1.8% |
| Q2 2022 | $1,708,000 | -29.0% | 7,665 | -8.4% | 1.88% | -13.9% |
| Q1 2022 | $2,406,000 | -4.5% | 8,364 | +6.6% | 2.18% | -3.9% |
| Q4 2021 | $2,519,000 | – | 7,849 | – | 2.27% | – |
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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% |