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 | $36,987,867 | -3.8% | 135,830 | 0.0% | 6.03% | +3.6% |
| Q2 2023 | $38,434,457 | +13.4% | 135,830 | 0.0% | 5.82% | +3.1% |
| Q1 2023 | $33,881,435 | +73147.7% | 135,830 | -37.4% | 5.64% | -30.1% |
| Q4 2022 | $46,256 | -99.9% | 217,050 | -6.4% | 8.07% | -10.7% |
| Q3 2022 | $49,594,000 | – | 231,800 | – | 9.04% | – |
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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% |