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 | $224,656 | -44.6% | 825 | -42.4% | 0.00% | -50.0% |
| Q2 2023 | $405,482 | +13.4% | 1,433 | 0.0% | 0.00% | +100.0% |
| Q1 2023 | $357,448 | +2.2% | 1,433 | -12.7% | 0.00% | 0.0% |
| Q4 2022 | $349,714 | +74.9% | 1,641 | +82.7% | 0.00% | 0.0% |
| Q2 2022 | $200,000 | -22.5% | 898 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $258,000 | -43.4% | 898 | -36.8% | 0.00% | 0.0% |
| Q4 2021 | $456,000 | -1.5% | 1,422 | -10.8% | 0.00% | -50.0% |
| Q3 2021 | $463,000 | -42.3% | 1,594 | -43.1% | 0.00% | -33.3% |
| Q2 2021 | $803,000 | +49.3% | 2,799 | +33.7% | 0.00% | +50.0% |
| Q1 2021 | $538,000 | -24.6% | 2,094 | -25.7% | 0.00% | -33.3% |
| Q4 2020 | $714,000 | +116.4% | 2,820 | +94.5% | 0.00% | +200.0% |
| Q3 2020 | $330,000 | -18.3% | 1,450 | -27.5% | 0.00% | -50.0% |
| Q2 2020 | $404,000 | +6.9% | 2,000 | -17.1% | 0.00% | 0.0% |
| Q1 2020 | $378,000 | -29.2% | 2,414 | -17.8% | 0.00% | 0.0% |
| Q4 2019 | $534,000 | +9.4% | 2,935 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $488,000 | -37.6% | 2,935 | -38.7% | 0.00% | -33.3% |
| Q2 2019 | $782,000 | -12.7% | 4,787 | -12.5% | 0.00% | -25.0% |
| Q1 2019 | $896,000 | +20.8% | 5,470 | -0.9% | 0.00% | 0.0% |
| Q4 2018 | $742,000 | +251.7% | 5,519 | +173.1% | 0.00% | +300.0% |
| Q1 2015 | $211,000 | 0.0% | 2,021 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $211,000 | +5.0% | 2,021 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $201,000 | – | 2,021 | – | 0.00% | – |
Download | ||||||
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% |