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 | $10,258,039 | -3.9% | 37,670 | -0.1% | 0.80% | -1.6% |
| Q2 2023 | $10,669,335 | +8.2% | 37,706 | -4.6% | 0.81% | +5.9% |
| Q1 2023 | $9,861,322 | +14.3% | 39,534 | -2.4% | 0.76% | +9.3% |
| Q4 2022 | $8,628,031 | -2.2% | 40,486 | -1.8% | 0.70% | -16.5% |
| Q3 2022 | $8,825,000 | -3.3% | 41,249 | +0.7% | 0.84% | +8.6% |
| Q2 2022 | $9,130,000 | -26.7% | 40,961 | -5.4% | 0.77% | -15.7% |
| Q1 2022 | $12,454,000 | -37.1% | 43,304 | -29.7% | 0.92% | -18.6% |
| Q4 2021 | $19,784,000 | +11.6% | 61,636 | +0.9% | 1.12% | +3.8% |
| Q3 2021 | $17,733,000 | +2.0% | 61,111 | +0.8% | 1.08% | -0.6% |
| Q2 2021 | $17,386,000 | +11.0% | 60,617 | -0.5% | 1.09% | -0.9% |
| Q1 2021 | $15,663,000 | -2.8% | 60,935 | -4.2% | 1.10% | -9.3% |
| Q4 2020 | $16,116,000 | +7.4% | 63,612 | -3.5% | 1.21% | -7.2% |
| Q3 2020 | $15,006,000 | +14.6% | 65,927 | +1.8% | 1.31% | +2.8% |
| Q2 2020 | $13,091,000 | +26.7% | 64,774 | -1.8% | 1.27% | +11.6% |
| Q1 2020 | $10,336,000 | -15.5% | 65,961 | -1.7% | 1.14% | -6.0% |
| Q4 2019 | $12,230,000 | +232.4% | 67,135 | +203.5% | 1.21% | +32.3% |
| Q3 2019 | $3,679,000 | -80.3% | 22,123 | -80.6% | 0.92% | -51.6% |
| Q2 2019 | $18,721,000 | +1.1% | 114,300 | -3.2% | 1.89% | -0.7% |
| Q1 2019 | $18,509,000 | +16.0% | 118,020 | -0.6% | 1.91% | +0.1% |
| Q4 2018 | $15,951,000 | +106.8% | 118,748 | +148.7% | 1.91% | -12.1% |
| Q3 2018 | $7,712,000 | – | 47,752 | – | 2.17% | – |
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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% |