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 | $25,702,513 | -52.2% | 94,387 | -50.4% | 2.49% | +3.1% |
| Q2 2023 | $53,793,776 | +116.3% | 190,110 | +90.7% | 2.42% | +5.0% |
| Q1 2023 | $24,866,520 | -40.5% | 99,689 | -49.2% | 2.30% | +20.6% |
| Q4 2022 | $41,799,902 | +115.1% | 196,142 | +116.0% | 1.91% | -0.3% |
| Q3 2022 | $19,429,000 | +2.4% | 90,811 | +6.7% | 1.91% | +3.7% |
| Q2 2022 | $18,977,000 | -13.1% | 85,141 | +12.2% | 1.85% | -9.0% |
| Q1 2022 | $21,832,000 | -6.1% | 75,913 | +4.8% | 2.03% | -3.2% |
| Q4 2021 | $23,242,000 | – | 72,426 | – | 2.10% | – |
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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% |