VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,339,612 | -1.0% | 1,110,277 | +2.9% | 14.70% | +4.7% |
| Q2 2023 | $305,433,989 | +13.5% | 1,078,815 | -0.0% | 14.04% | +1.7% |
| Q1 2023 | $269,163,931 | +19.8% | 1,079,073 | +2.4% | 13.80% | +2.1% |
| Q4 2022 | $224,675,475 | -1.7% | 1,054,270 | -1.3% | 13.52% | +2.1% |
| Q3 2022 | $228,639,000 | +2.5% | 1,068,654 | +6.8% | 13.24% | +5.6% |
| Q2 2022 | $223,091,000 | -22.0% | 1,000,902 | +0.6% | 12.54% | +0.6% |
| Q1 2022 | $286,016,000 | -10.2% | 994,491 | +0.2% | 12.46% | -3.1% |
| Q4 2021 | $318,645,000 | – | 992,973 | – | 12.86% | – |
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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% |