VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,312 | +7.8% | 842 | +12.0% | 0.10% | +12.1% |
| Q2 2023 | $212,725 | -0.1% | 752 | +13.3% | 0.09% | +9.6% |
| Q4 2021 | $213,000 | -59.7% | 664 | -77.1% | 0.08% | -75.7% |
| Q4 2019 | $529,000 | +25.1% | 2,902 | +14.2% | 0.34% | +17.5% |
| Q3 2019 | $423,000 | 0.0% | 2,541 | -1.9% | 0.29% | -0.3% |
| Q2 2019 | $423,000 | +4.4% | 2,590 | +0.0% | 0.29% | +5.0% |
| Q1 2019 | $405,000 | +16.4% | 2,589 | 0.0% | 0.28% | +3.3% |
| Q4 2018 | $348,000 | -19.6% | 2,589 | -3.6% | 0.27% | -3.6% |
| Q3 2018 | $433,000 | +23.7% | 2,687 | +15.0% | 0.28% | +12.5% |
| Q2 2018 | $350,000 | -6.4% | 2,337 | -11.3% | 0.25% | -8.8% |
| Q1 2018 | $374,000 | – | 2,636 | – | 0.27% | – |
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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% |