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 | $2,367 | -6.2% | 8,691 | -2.6% | 0.16% | -1.2% |
| Q2 2023 | $2,524 | +10.8% | 8,920 | -2.3% | 0.16% | +5.1% |
| Q1 2023 | $2,277 | +14.7% | 9,129 | -2.0% | 0.16% | +7.5% |
| Q4 2022 | $1,986 | -99.9% | 9,320 | +1.2% | 0.15% | -4.6% |
| Q3 2022 | $1,970,000 | +13.3% | 9,208 | +18.0% | 0.15% | +17.7% |
| Q2 2022 | $1,739,000 | -18.7% | 7,802 | +5.0% | 0.13% | -0.8% |
| Q1 2022 | $2,138,000 | -12.2% | 7,433 | -2.0% | 0.13% | -5.1% |
| Q4 2021 | $2,435,000 | +12.9% | 7,587 | +2.1% | 0.14% | +4.5% |
| Q3 2021 | $2,157,000 | +0.9% | 7,432 | -0.3% | 0.13% | +0.8% |
| Q2 2021 | $2,137,000 | +12.3% | 7,452 | +0.7% | 0.13% | +3.1% |
| Q1 2021 | $1,903,000 | -1.0% | 7,402 | -2.4% | 0.13% | -3.1% |
| Q4 2020 | $1,922,000 | +2.7% | 7,586 | -7.7% | 0.13% | -9.0% |
| Q3 2020 | $1,871,000 | +11.2% | 8,221 | -1.2% | 0.14% | -2.0% |
| Q2 2020 | $1,682,000 | +25.6% | 8,321 | -2.6% | 0.15% | -3.3% |
| Q1 2020 | $1,339,000 | -15.7% | 8,547 | -2.0% | 0.15% | -0.7% |
| Q4 2019 | $1,589,000 | +3.7% | 8,722 | -5.4% | 0.15% | -6.7% |
| Q3 2019 | $1,533,000 | -1.4% | 9,222 | -3.1% | 0.16% | -1.8% |
| Q2 2019 | $1,555,000 | +4.3% | 9,519 | -0.2% | 0.17% | +1.2% |
| Q1 2019 | $1,491,000 | +260.1% | 9,534 | +209.1% | 0.16% | +200.0% |
| Q4 2018 | $414,000 | -20.1% | 3,084 | -4.2% | 0.06% | -9.8% |
| Q3 2018 | $518,000 | -0.4% | 3,219 | -7.2% | 0.06% | -7.6% |
| Q2 2018 | $520,000 | +6.6% | 3,469 | +0.9% | 0.07% | +6.5% |
| Q1 2018 | $488,000 | -1.2% | 3,438 | -2.1% | 0.06% | -4.6% |
| Q4 2017 | $494,000 | -2.4% | 3,513 | -7.7% | 0.06% | -1.5% |
| Q3 2017 | $506,000 | +4.5% | 3,808 | 0.0% | 0.07% | +1.5% |
| Q2 2017 | $484,000 | +5.0% | 3,808 | +0.6% | 0.06% | +3.2% |
| Q1 2017 | $461,000 | +9.2% | 3,787 | 0.0% | 0.06% | +5.0% |
| Q4 2016 | $422,000 | -2.8% | 3,787 | -1.9% | 0.06% | -4.8% |
| Q3 2016 | $434,000 | +6.9% | 3,861 | +2.0% | 0.06% | +6.8% |
| Q2 2016 | $406,000 | +0.7% | 3,787 | 0.0% | 0.06% | -1.7% |
| Q1 2016 | $403,000 | -2.7% | 3,787 | -2.6% | 0.06% | -11.8% |
| Q4 2015 | $414,000 | -0.2% | 3,887 | -6.0% | 0.07% | -5.6% |
| Q3 2015 | $415,000 | -18.6% | 4,137 | -13.2% | 0.07% | -13.3% |
| Q2 2015 | $510,000 | +3.4% | 4,767 | +1.1% | 0.08% | -2.4% |
| Q1 2015 | $493,000 | +2.3% | 4,717 | +2.2% | 0.08% | 0.0% |
| Q4 2014 | $482,000 | +7.1% | 4,617 | +2.2% | 0.08% | -1.2% |
| Q3 2014 | $450,000 | +0.7% | 4,517 | 0.0% | 0.09% | -15.7% |
| Q2 2014 | $447,000 | -10.1% | 4,517 | -15.1% | 0.10% | -13.6% |
| Q1 2014 | $497,000 | +14.3% | 5,319 | +13.8% | 0.12% | +9.3% |
| Q4 2013 | $435,000 | – | 4,672 | – | 0.11% | – |
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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% |