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 | $621,139 | -3.8% | 2,281 | 0.0% | 0.09% | +1.2% |
| Q2 2023 | $645,432 | +12.1% | 2,281 | -1.3% | 0.09% | +7.5% |
| Q1 2023 | $576,000 | +118908.3% | 2,311 | +1.8% | 0.08% | +19.4% |
| Q4 2022 | $484 | -99.9% | 2,271 | -10.0% | 0.07% | -17.3% |
| Q3 2022 | $540,000 | -62.1% | 2,523 | -60.5% | 0.08% | -59.1% |
| Q2 2022 | $1,424,000 | -23.0% | 6,388 | -0.6% | 0.20% | -6.6% |
| Q1 2022 | $1,849,000 | -9.1% | 6,429 | +1.4% | 0.21% | -5.8% |
| Q4 2021 | $2,034,000 | +10.5% | 6,339 | -0.0% | 0.22% | +2.3% |
| Q3 2021 | $1,840,000 | -0.3% | 6,342 | -1.4% | 0.22% | +1.9% |
| Q2 2021 | $1,846,000 | +11.7% | 6,435 | +0.1% | 0.22% | +5.4% |
| Q1 2021 | $1,652,000 | -0.7% | 6,428 | -2.1% | 0.20% | -8.5% |
| Q4 2020 | $1,664,000 | +132.7% | 6,568 | +109.1% | 0.22% | +107.4% |
| Q3 2020 | $715,000 | +34.4% | 3,141 | +19.3% | 0.11% | +25.6% |
| Q2 2020 | $532,000 | +163.4% | 2,632 | +104.0% | 0.09% | +120.5% |
| Q1 2020 | $202,000 | – | 1,290 | – | 0.04% | – |
Download | ||||||
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% |