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 | $4,069,128 | -8.1% | 14,943 | -4.5% | 0.82% | -4.4% |
| Q2 2023 | $4,426,909 | +11.1% | 15,645 | -2.1% | 0.86% | +5.0% |
| Q1 2023 | $3,985,053 | +7.5% | 15,976 | -8.2% | 0.81% | +4.2% |
| Q4 2022 | $3,708,540 | -3.8% | 17,402 | -3.4% | 0.78% | -12.7% |
| Q3 2022 | $3,855,000 | -5.8% | 18,022 | -1.8% | 0.90% | +0.9% |
| Q2 2022 | $4,091,000 | -23.2% | 18,355 | -0.9% | 0.89% | -11.6% |
| Q1 2022 | $5,328,000 | -9.3% | 18,526 | +1.1% | 1.00% | -9.4% |
| Q4 2021 | $5,877,000 | +3.0% | 18,317 | -6.9% | 1.11% | -5.2% |
| Q3 2021 | $5,707,000 | +10.7% | 19,670 | +9.5% | 1.17% | +8.8% |
| Q2 2021 | $5,154,000 | +11.6% | 17,970 | -0.0% | 1.07% | +5.6% |
| Q1 2021 | $4,619,000 | +1.1% | 17,971 | -0.3% | 1.02% | -6.4% |
| Q4 2020 | $4,568,000 | +10.7% | 18,032 | -0.6% | 1.09% | -0.4% |
| Q3 2020 | $4,128,000 | +16.0% | 18,137 | +3.0% | 1.09% | +11.5% |
| Q2 2020 | $3,560,000 | +29.3% | 17,617 | +0.3% | 0.98% | +9.8% |
| Q1 2020 | $2,753,000 | -9.9% | 17,571 | +4.8% | 0.89% | +13.2% |
| Q4 2019 | $3,054,000 | +8.1% | 16,764 | -1.4% | 0.79% | +2.1% |
| Q3 2019 | $2,826,000 | +4.4% | 16,998 | +2.6% | 0.77% | +2.5% |
| Q2 2019 | $2,706,000 | +5.7% | 16,564 | +1.2% | 0.75% | +1.9% |
| Q1 2019 | $2,560,000 | +14.5% | 16,364 | -1.6% | 0.74% | +3.7% |
| Q4 2018 | $2,235,000 | -14.7% | 16,637 | +2.3% | 0.71% | -0.3% |
| Q3 2018 | $2,620,000 | +15.8% | 16,267 | +7.7% | 0.71% | +6.1% |
| Q2 2018 | $2,263,000 | +19.9% | 15,107 | +13.6% | 0.67% | +19.3% |
| Q1 2018 | $1,887,000 | +6.5% | 13,297 | +5.6% | 0.56% | +12.8% |
| Q4 2017 | $1,772,000 | +65.3% | 12,597 | +56.0% | 0.50% | +52.9% |
| Q3 2017 | $1,072,000 | +35.7% | 8,075 | +29.8% | 0.33% | +30.3% |
| Q2 2017 | $790,000 | +7.2% | 6,220 | +2.6% | 0.25% | +4.6% |
| Q1 2017 | $737,000 | +88.5% | 6,060 | +72.6% | 0.24% | +80.5% |
| Q4 2016 | $391,000 | – | 3,510 | – | 0.13% | – |
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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% |