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 | $54,286,632 | -1.6% | 199,356 | +2.2% | 19.11% | +2.8% |
| Q2 2023 | $55,175,785 | +11.3% | 194,995 | -1.9% | 18.59% | +1.6% |
| Q1 2023 | $49,572,209 | +53.2% | 198,734 | +30.9% | 18.29% | +47.1% |
| Q4 2022 | $32,365,857 | -1.1% | 151,874 | -0.7% | 12.43% | -6.4% |
| Q3 2022 | $32,738,000 | -3.6% | 153,019 | +0.4% | 13.28% | +1.5% |
| Q2 2022 | $33,963,000 | -61.3% | 152,376 | -50.1% | 13.08% | -8.7% |
| Q1 2022 | $87,762,000 | +69.4% | 305,154 | +89.1% | 14.33% | -10.8% |
| Q4 2021 | $51,797,000 | +13.6% | 161,412 | +2.7% | 16.06% | +4.0% |
| Q3 2021 | $45,587,000 | +0.1% | 157,104 | -1.0% | 15.45% | -2.8% |
| Q2 2021 | $45,533,000 | +14.8% | 158,757 | +2.9% | 15.89% | +2.8% |
| Q1 2021 | $39,658,000 | +0.8% | 154,287 | -0.7% | 15.46% | -5.8% |
| Q4 2020 | $39,343,000 | +10.9% | 155,300 | -0.4% | 16.42% | -0.2% |
| Q3 2020 | $35,487,000 | +14.5% | 155,913 | +1.7% | 16.45% | +3.6% |
| Q2 2020 | $30,993,000 | +163021.1% | 153,363 | +3.0% | 15.87% | +68917.4% |
| Q1 2020 | $19,000 | -99.9% | 148,968 | +1.8% | 0.02% | -99.8% |
| Q4 2019 | $26,667,000 | +14.6% | 146,388 | +4.6% | 13.77% | +2.6% |
| Q3 2019 | $23,264,000 | -4.5% | 139,908 | -6.1% | 13.42% | -8.5% |
| Q2 2019 | $24,355,000 | +1591.3% | 149,065 | +1518.3% | 14.67% | +1576.2% |
| Q1 2019 | $1,440,000 | +147.8% | 9,211 | +112.8% | 0.88% | +116.0% |
| Q4 2018 | $581,000 | +86.2% | 4,329 | +123.0% | 0.40% | +112.0% |
| Q3 2018 | $312,000 | – | 1,941 | – | 0.19% | – |
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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% |