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 | $3,319 | -3.8% | 12,189 | 0.0% | 1.99% | +44.9% |
| Q2 2023 | $3,449 | +13.5% | 12,189 | 0.0% | 1.37% | +12.5% |
| Q1 2023 | $3,040 | +17.0% | 12,189 | 0.0% | 1.22% | +21.3% |
| Q4 2022 | $2,598 | -99.9% | 12,189 | 0.0% | 1.00% | -6.0% |
| Q3 2022 | $2,608,000 | -4.0% | 12,189 | 0.0% | 1.07% | -5.6% |
| Q2 2022 | $2,717,000 | -22.5% | 12,189 | 0.0% | 1.13% | -9.9% |
| Q1 2022 | $3,506,000 | -10.4% | 12,189 | 0.0% | 1.26% | -5.1% |
| Q4 2021 | $3,911,000 | +10.6% | 12,189 | 0.0% | 1.32% | -30.9% |
| Q3 2021 | $3,537,000 | +3.1% | 12,189 | +1.9% | 1.92% | +21.0% |
| Q2 2021 | $3,431,000 | +11.6% | 11,963 | 0.0% | 1.58% | +4.3% |
| Q1 2021 | $3,075,000 | +1.5% | 11,963 | 0.0% | 1.52% | -22.1% |
| Q4 2020 | $3,031,000 | -1.6% | 11,963 | -11.6% | 1.95% | +37.2% |
| Q3 2020 | $3,081,000 | +12.6% | 13,537 | 0.0% | 1.42% | +6.8% |
| Q2 2020 | $2,736,000 | +29.0% | 13,537 | +0.0% | 1.33% | +26.7% |
| Q1 2020 | $2,121,000 | -14.0% | 13,536 | 0.0% | 1.05% | +14.0% |
| Q4 2019 | $2,466,000 | – | 13,536 | – | 0.92% | – |
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% |