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 | $18,641,321 | +15.5% | 68,456 | +20.0% | 2.79% | +12.5% |
| Q2 2023 | $16,138,972 | +12.7% | 57,036 | -0.6% | 2.48% | +2.8% |
| Q1 2023 | $14,319,132 | +19.1% | 57,405 | +1.7% | 2.41% | +12.2% |
| Q4 2022 | $12,024,209 | +15.1% | 56,422 | +15.5% | 2.15% | +1.7% |
| Q3 2022 | $10,448,000 | -4.5% | 48,835 | -0.5% | 2.11% | +1.9% |
| Q2 2022 | $10,942,000 | -25.4% | 49,089 | -3.8% | 2.07% | -14.9% |
| Q1 2022 | $14,672,000 | -22.6% | 51,014 | -13.7% | 2.44% | -18.5% |
| Q4 2021 | $18,960,000 | +60.4% | 59,084 | +45.0% | 2.99% | +45.4% |
| Q3 2021 | $11,822,000 | – | 40,741 | – | 2.06% | – |
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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% |