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 | $227,651 | +7.0% | 836 | +11.2% | 0.02% | +13.3% |
| Q2 2023 | $212,786 | +2.3% | 752 | -19.4% | 0.02% | -6.2% |
| Q2 2022 | $208,000 | -18.4% | 933 | +5.4% | 0.02% | -5.9% |
| Q1 2022 | $255,000 | -12.4% | 885 | -2.5% | 0.02% | -10.5% |
| Q4 2021 | $291,000 | +10.6% | 908 | 0.0% | 0.02% | +5.6% |
| Q3 2021 | $263,000 | +1.2% | 908 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $260,000 | +9.7% | 908 | -1.6% | 0.02% | 0.0% |
| Q1 2021 | $237,000 | -1.2% | 923 | -2.6% | 0.02% | -5.3% |
| Q4 2020 | $240,000 | +4.8% | 948 | -6.1% | 0.02% | -5.0% |
| Q3 2020 | $229,000 | +12.3% | 1,010 | 0.0% | 0.02% | +5.3% |
| Q2 2020 | $204,000 | – | 1,010 | – | 0.02% | – |
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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% |