SMITH CHAS P & ASSOCIATES PA CPAS - VANGUARD INDEX FDS ownership

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
SMITH CHAS P & ASSOCIATES PA CPAS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$268
-99.9%
946
-22.5%
0.02%
-37.0%
Q1 2022$351,000
-10.2%
1,2200.0%0.03%0.0%
Q4 2021$391,000
+6.5%
1,220
-3.6%
0.03%0.0%
Q3 2021$367,000
+3.7%
1,265
+2.5%
0.03%
-3.6%
Q2 2021$354,000
-20.8%
1,234
-29.0%
0.03%
-33.3%
Q1 2021$447,000
+24.2%
1,739
+22.5%
0.04%
+16.7%
Q4 2020$360,000
+11.5%
1,4200.0%0.04%0.0%
Q3 2020$323,000
+38.6%
1,420
+10.9%
0.04%
+44.0%
Q4 2019$233,000
+9.4%
1,2800.0%0.02%0.0%
Q3 2019$213,000
+1.9%
1,2800.0%0.02%0.0%
Q2 2019$209,000
+3.0%
1,280
-16.1%
0.02%
-13.8%
Q3 2017$203,0001,5260.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders