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 | $6,946,795 | -3.8% | 25,511 | +0.0% | 7.12% | +2.8% |
| Q2 2023 | $7,217,728 | +33.5% | 25,508 | +0.5% | 6.93% | +28.1% |
| Q1 2023 | $5,408,315 | -0.4% | 25,378 | -0.4% | 5.41% | -0.1% |
| Q4 2022 | $5,430,052 | -0.1% | 25,480 | +0.3% | 5.41% | -7.4% |
| Q3 2022 | $5,436,000 | -2.9% | 25,407 | +1.1% | 5.84% | +0.3% |
| Q2 2022 | $5,601,000 | -22.1% | 25,130 | +0.5% | 5.83% | -7.9% |
| Q1 2022 | $7,194,000 | -8.7% | 25,014 | +1.9% | 6.33% | -11.3% |
| Q4 2021 | $7,880,000 | – | 24,557 | – | 7.14% | – |
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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% |