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 | $4,235,309 | +9.6% | 15,553 | +13.9% | 0.55% | +7.6% |
Q2 2023 | $3,865,344 | +140.0% | 13,660 | +111.6% | 0.51% | +119.8% |
Q1 2023 | $1,610,752 | +20.4% | 6,457 | +2.9% | 0.23% | +10.5% |
Q4 2022 | $1,337,994 | +4.4% | 6,278 | +4.8% | 0.21% | -7.5% |
Q3 2022 | $1,282,000 | +317.6% | 5,992 | +335.5% | 0.23% | +278.3% |
Q2 2022 | $307,000 | +4.1% | 1,376 | +34.2% | 0.06% | +15.4% |
Q1 2022 | $295,000 | -73.4% | 1,025 | -70.4% | 0.05% | -74.0% |
Q4 2021 | $1,110,000 | +51.2% | 3,458 | +36.7% | 0.20% | +35.1% |
Q3 2021 | $734,000 | +103.9% | 2,530 | +101.8% | 0.15% | +108.5% |
Q2 2021 | $360,000 | -95.6% | 1,254 | -97.8% | 0.07% | -97.3% |
Q1 2018 | $8,159,000 | -64.9% | 57,506 | -65.2% | 2.64% | -65.9% |
Q4 2017 | $23,229,000 | +16.4% | 165,153 | +9.9% | 7.73% | +8.8% |
Q3 2017 | $19,951,000 | – | 150,292 | – | 7.11% | – |
Download |
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% |