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 | $2,765 | -3.7% | 10,154 | +0.1% | 1.94% | -0.2% |
| Q2 2023 | $2,870 | -6.4% | 10,144 | -17.4% | 1.95% | -5.5% |
| Q1 2023 | $3,065 | +16.6% | 12,287 | -0.4% | 2.06% | +12.8% |
| Q4 2022 | $2,628 | -99.9% | 12,331 | -0.1% | 1.83% | -9.0% |
| Q3 2022 | $2,640,000 | -3.6% | 12,338 | +0.5% | 2.01% | -0.2% |
| Q2 2022 | $2,738,000 | -23.6% | 12,282 | -1.4% | 2.01% | +4.4% |
| Q1 2022 | $3,583,000 | -2.1% | 12,457 | +9.2% | 1.93% | +3.3% |
| Q4 2021 | $3,661,000 | +11.4% | 11,407 | +0.8% | 1.86% | +2.4% |
| Q3 2021 | $3,285,000 | +0.2% | 11,322 | -1.0% | 1.82% | +9.7% |
| Q2 2021 | $3,280,000 | +10.0% | 11,437 | -1.4% | 1.66% | +1.8% |
| Q1 2021 | $2,981,000 | -21.2% | 11,598 | -22.3% | 1.63% | -24.1% |
| Q4 2020 | $3,781,000 | +9.5% | 14,924 | -1.6% | 2.15% | -4.4% |
| Q3 2020 | $3,453,000 | +10.5% | 15,173 | -1.9% | 2.25% | -1.7% |
| Q2 2020 | $3,126,000 | +22.0% | 15,468 | -5.4% | 2.29% | -1.1% |
| Q1 2020 | $2,562,000 | -12.5% | 16,351 | +1.7% | 2.31% | +4.2% |
| Q4 2019 | $2,928,000 | +7.3% | 16,072 | -2.1% | 2.22% | -1.5% |
| Q3 2019 | $2,729,000 | +1.9% | 16,413 | +0.1% | 2.25% | -1.5% |
| Q2 2019 | $2,679,000 | +1.6% | 16,396 | -2.8% | 2.29% | -2.3% |
| Q1 2019 | $2,637,000 | +13.6% | 16,861 | -2.4% | 2.34% | -2.4% |
| Q4 2018 | $2,321,000 | -16.4% | 17,278 | +0.3% | 2.40% | -1.1% |
| Q3 2018 | $2,775,000 | +7.3% | 17,232 | -0.2% | 2.42% | -0.6% |
| Q2 2018 | $2,587,000 | +6.8% | 17,267 | +1.1% | 2.44% | +0.8% |
| Q1 2018 | $2,423,000 | +2.1% | 17,080 | +1.2% | 2.42% | +10.6% |
| Q4 2017 | $2,374,000 | – | 16,876 | – | 2.19% | – |
Download | ||||||
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% |