VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,257 | -5.9% | 783 | -2.2% | 0.08% | -8.5% |
| Q2 2023 | $226,690 | +10.0% | 801 | -3.0% | 0.08% | +6.5% |
| Q1 2023 | $206,072 | +16.5% | 826 | -0.5% | 0.08% | +16.7% |
| Q4 2022 | $176,881 | -41.6% | 830 | -21.1% | 0.07% | -2.9% |
| Q1 2022 | $303,000 | -10.9% | 1,052 | -0.7% | 0.07% | +9.7% |
| Q4 2021 | $340,000 | +43.5% | 1,059 | +29.8% | 0.06% | +34.8% |
| Q3 2021 | $237,000 | +2.6% | 816 | +1.2% | 0.05% | +2.2% |
| Q2 2021 | $231,000 | – | 806 | – | 0.04% | – |
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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% |