VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,763,253 | +1.0% | 46,870 | +4.9% | 4.20% | -0.7% |
| Q2 2023 | $12,642,936 | +17.8% | 44,681 | +3.8% | 4.23% | +7.3% |
| Q1 2023 | $10,732,405 | +15.7% | 43,026 | -1.2% | 3.95% | +20.0% |
| Q4 2022 | $9,279,236 | +6.1% | 43,542 | +6.5% | 3.29% | +0.7% |
| Q3 2022 | $8,746,000 | -0.7% | 40,878 | +3.4% | 3.26% | +0.6% |
| Q2 2022 | $8,810,000 | -22.4% | 39,525 | +0.1% | 3.24% | -11.6% |
| Q1 2022 | $11,358,000 | -14.5% | 39,492 | -4.6% | 3.67% | -18.2% |
| Q4 2021 | $13,287,000 | +20.4% | 41,405 | +8.9% | 4.49% | +10.5% |
| Q3 2021 | $11,035,000 | +6.0% | 38,029 | +4.8% | 4.06% | +4.5% |
| Q2 2021 | $10,412,000 | -24.9% | 36,304 | -32.7% | 3.89% | -27.4% |
| Q1 2021 | $13,873,000 | +5.2% | 53,973 | +3.7% | 5.35% | +4.3% |
| Q4 2020 | $13,186,000 | +13.2% | 52,047 | +1.7% | 5.13% | +13.2% |
| Q3 2020 | $11,650,000 | -24.1% | 51,182 | -32.6% | 4.53% | -23.6% |
| Q2 2020 | $15,358,000 | +136.4% | 75,994 | +83.3% | 5.93% | +117.3% |
| Q1 2020 | $6,497,000 | +6.1% | 41,465 | +23.4% | 2.73% | +15.8% |
| Q4 2019 | $6,122,000 | +16.0% | 33,607 | +5.9% | 2.36% | +9.7% |
| Q3 2019 | $5,276,000 | +21.1% | 31,732 | +19.0% | 2.15% | +20.2% |
| Q2 2019 | $4,358,000 | +11.7% | 26,675 | +6.9% | 1.79% | +16.3% |
| Q1 2019 | $3,903,000 | +8.9% | 24,955 | -6.4% | 1.54% | -11.1% |
| Q4 2018 | $3,583,000 | +11.3% | 26,670 | +33.5% | 1.73% | +19.1% |
| Q3 2018 | $3,218,000 | -7.5% | 19,985 | -14.0% | 1.45% | -10.6% |
| Q2 2018 | $3,479,000 | -0.6% | 23,225 | -5.8% | 1.63% | -3.6% |
| Q1 2018 | $3,499,000 | -0.5% | 24,665 | -1.4% | 1.69% | -1.6% |
| Q4 2017 | $3,518,000 | +5.9% | 25,010 | -0.1% | 1.71% | +0.5% |
| Q3 2017 | $3,323,000 | +4.5% | 25,030 | 0.0% | 1.70% | +4.2% |
| Q2 2017 | $3,180,000 | -22.6% | 25,030 | -25.9% | 1.64% | -22.6% |
| Q1 2017 | $4,111,000 | +58.5% | 33,790 | +45.2% | 2.11% | +56.0% |
| Q4 2016 | $2,594,000 | -1.7% | 23,265 | -1.1% | 1.36% | +9.9% |
| Q3 2016 | $2,640,000 | -1.5% | 23,515 | -6.0% | 1.23% | -12.4% |
| Q2 2016 | $2,681,000 | +0.9% | 25,010 | +0.2% | 1.41% | -24.6% |
| Q1 2016 | $2,658,000 | +0.3% | 24,965 | +0.3% | 1.87% | -11.5% |
| Q4 2015 | $2,649,000 | +22.9% | 24,900 | +15.9% | 2.11% | +4.5% |
| Q3 2015 | $2,155,000 | +4.1% | 21,485 | +11.1% | 2.02% | +18.1% |
| Q2 2015 | $2,070,000 | +2.2% | 19,340 | -0.1% | 1.71% | +4.6% |
| Q1 2015 | $2,025,000 | +3.9% | 19,360 | +3.7% | 1.63% | -0.6% |
| Q4 2014 | $1,949,000 | – | 18,675 | – | 1.64% | – |
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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% |