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 | $437,775,902 | +12.3% | 1,606,971 | +16.7% | 0.65% | -7.6% |
| Q2 2023 | $389,824,665 | +5.8% | 1,377,220 | -6.7% | 0.70% | +1.0% |
| Q1 2023 | $368,298,400 | +20.5% | 1,476,001 | +3.0% | 0.69% | +12.0% |
| Q4 2022 | $305,682,231 | +19.0% | 1,433,537 | +19.4% | 0.62% | +5.5% |
| Q3 2022 | $256,978,000 | -2.1% | 1,200,235 | +2.0% | 0.59% | +1.4% |
| Q2 2022 | $262,543,000 | -20.4% | 1,176,788 | +0.2% | 0.58% | -9.5% |
| Q1 2022 | $329,765,000 | -15.0% | 1,174,340 | -2.7% | 0.64% | -12.8% |
| Q4 2021 | $387,766,000 | +12.4% | 1,207,171 | +1.6% | 0.73% | +2.1% |
| Q3 2021 | $345,092,000 | +1.6% | 1,187,792 | +0.4% | 0.72% | -2.2% |
| Q2 2021 | $339,706,000 | +13.5% | 1,183,408 | +1.7% | 0.74% | +2.1% |
| Q1 2021 | $299,404,000 | -1.2% | 1,163,533 | -2.7% | 0.72% | -11.0% |
| Q4 2020 | $303,053,000 | +19.5% | 1,196,185 | +7.1% | 0.81% | +6.6% |
| Q3 2020 | $253,684,000 | +8.1% | 1,117,006 | -3.8% | 0.76% | -3.7% |
| Q2 2020 | $234,780,000 | +20.7% | 1,160,655 | -30.6% | 0.79% | -1.0% |
| Q1 2020 | $194,454,000 | – | 1,672,694 | – | 0.80% | – |
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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% |