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 | $5,558,119 | -3.4% | 20,411 | +0.4% | 2.87% | -4.7% |
| Q2 2023 | $5,754,840 | +14.0% | 20,338 | +0.5% | 3.02% | +9.4% |
| Q1 2023 | $5,045,922 | +19.9% | 20,229 | +2.5% | 2.76% | +8.0% |
| Q4 2022 | $4,207,857 | -21.1% | 19,745 | -20.8% | 2.55% | -22.1% |
| Q3 2022 | $5,333,000 | -29.4% | 24,925 | -26.5% | 3.28% | -35.3% |
| Q2 2022 | $7,557,000 | -19.1% | 33,903 | +4.4% | 5.06% | -10.4% |
| Q1 2022 | $9,340,000 | +27.1% | 32,476 | +41.8% | 5.65% | +25.5% |
| Q4 2021 | $7,349,000 | +39.3% | 22,901 | +26.0% | 4.50% | +29.2% |
| Q3 2021 | $5,276,000 | -3.7% | 18,182 | -4.8% | 3.48% | -9.4% |
| Q2 2021 | $5,480,000 | +1.2% | 19,106 | -9.3% | 3.85% | +1.9% |
| Q1 2021 | $5,415,000 | -10.7% | 21,065 | -12.0% | 3.78% | -16.2% |
| Q4 2020 | $6,067,000 | +37.5% | 23,950 | +23.6% | 4.50% | +19.6% |
| Q3 2020 | $4,411,000 | -2.5% | 19,378 | -13.4% | 3.77% | -7.1% |
| Q2 2020 | $4,523,000 | +8.7% | 22,380 | -15.7% | 4.06% | -1.7% |
| Q1 2020 | $4,160,000 | -23.7% | 26,550 | -11.3% | 4.12% | -8.2% |
| Q4 2019 | $5,451,000 | +8.6% | 29,924 | -0.9% | 4.49% | -0.6% |
| Q3 2019 | $5,021,000 | -1.1% | 30,197 | -0.7% | 4.52% | -2.8% |
| Q2 2019 | $5,079,000 | +0.9% | 30,407 | -4.4% | 4.65% | -4.4% |
| Q1 2019 | $5,033,000 | +18.3% | 31,821 | +0.5% | 4.86% | +5.4% |
| Q4 2018 | $4,254,000 | – | 31,665 | – | 4.62% | – |
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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% |