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 | $2,507,703 | -2.0% | 9,209 | +1.9% | 1.32% | +3.5% |
| Q2 2023 | $2,557,676 | +14.1% | 9,039 | +0.5% | 1.27% | +14.6% |
| Q1 2023 | $2,242,466 | -11.9% | 8,990 | -24.7% | 1.11% | -10.0% |
| Q4 2022 | $2,545,386 | -3.9% | 11,944 | -3.5% | 1.23% | -8.9% |
| Q3 2022 | $2,648,000 | -4.0% | 12,376 | +0.1% | 1.36% | -0.4% |
| Q2 2022 | $2,757,000 | -24.8% | 12,368 | -2.9% | 1.36% | -5.4% |
| Q1 2022 | $3,665,000 | -44.1% | 12,743 | -37.6% | 1.44% | -22.2% |
| Q4 2021 | $6,553,000 | +11.0% | 20,421 | +0.4% | 1.85% | +1.9% |
| Q3 2021 | $5,904,000 | -16.5% | 20,346 | -17.5% | 1.81% | -14.4% |
| Q2 2021 | $7,074,000 | -27.7% | 24,664 | -35.2% | 2.12% | -29.7% |
| Q1 2021 | $9,781,000 | +0.3% | 38,051 | -1.2% | 3.01% | -13.6% |
| Q4 2020 | $9,754,000 | +15.6% | 38,501 | +3.9% | 3.49% | -1.4% |
| Q3 2020 | $8,437,000 | +11.8% | 37,068 | -0.7% | 3.54% | -9.3% |
| Q2 2020 | $7,545,000 | +27.4% | 37,336 | -1.2% | 3.90% | -31.0% |
| Q1 2020 | $5,924,000 | -13.8% | 37,805 | +0.2% | 5.65% | +49.2% |
| Q4 2019 | $6,875,000 | +9.6% | 37,740 | +0.0% | 3.79% | -5.6% |
| Q3 2019 | $6,274,000 | +2.7% | 37,730 | +0.9% | 4.02% | +4.7% |
| Q2 2019 | $6,109,000 | +3.8% | 37,390 | -0.6% | 3.84% | -3.1% |
| Q1 2019 | $5,885,000 | +18.8% | 37,625 | +2.0% | 3.96% | +0.7% |
| Q4 2018 | $4,955,000 | -33.6% | 36,885 | -20.4% | 3.93% | -11.6% |
| Q3 2018 | $7,458,000 | +6.8% | 46,310 | -0.6% | 4.44% | -28.1% |
| Q2 2018 | $6,982,000 | +7.3% | 46,605 | +1.9% | 6.18% | +8.0% |
| Q1 2018 | $6,504,000 | +0.7% | 45,715 | -0.4% | 5.72% | +15.9% |
| Q4 2017 | $6,457,000 | -2.4% | 45,910 | -7.8% | 4.94% | -12.9% |
| Q3 2017 | $6,613,000 | +9.4% | 49,815 | +4.7% | 5.67% | +1.5% |
| Q2 2017 | $6,043,000 | +0.7% | 47,565 | -3.5% | 5.58% | +1.2% |
| Q1 2017 | $6,000,000 | +8.8% | 49,315 | -0.4% | 5.52% | +3.3% |
| Q4 2016 | $5,517,000 | -1.2% | 49,490 | -0.5% | 5.34% | -11.5% |
| Q3 2016 | $5,583,000 | +14.2% | 49,720 | +9.0% | 6.03% | +4.5% |
| Q2 2016 | $4,888,000 | +0.5% | 45,600 | -0.2% | 5.77% | -5.3% |
| Q1 2016 | $4,862,000 | +0.1% | 45,675 | +0.1% | 6.10% | +10.7% |
| Q4 2015 | $4,855,000 | +7.1% | 45,635 | +1.0% | 5.51% | +3.7% |
| Q3 2015 | $4,533,000 | -7.1% | 45,195 | -0.9% | 5.31% | +26.3% |
| Q2 2015 | $4,880,000 | -12.7% | 45,585 | -14.7% | 4.21% | -14.7% |
| Q1 2015 | $5,589,000 | -4.4% | 53,425 | -4.6% | 4.93% | +1.8% |
| Q4 2014 | $5,845,000 | – | 55,995 | – | 4.84% | – |
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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% |