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 | $444,616 | +6.6% | 1,633 | +10.8% | 0.20% | +6.9% |
| Q2 2023 | $417,007 | +10.4% | 1,474 | -2.6% | 0.19% | -2.1% |
| Q1 2023 | $377,573 | -13.1% | 1,514 | -25.7% | 0.19% | -17.2% |
| Q4 2022 | $434,244 | +7.8% | 2,038 | +8.2% | 0.23% | +6.4% |
| Q3 2022 | $403,000 | -6.5% | 1,883 | -2.6% | 0.22% | -3.9% |
| Q2 2022 | $431,000 | -40.6% | 1,933 | -23.5% | 0.23% | -27.4% |
| Q1 2022 | $726,000 | -29.0% | 2,526 | -20.8% | 0.31% | -29.1% |
| Q4 2021 | $1,023,000 | +9.8% | 3,188 | -0.8% | 0.44% | +1.6% |
| Q3 2021 | $932,000 | +4.3% | 3,213 | +5.5% | 0.44% | -16.5% |
| Q2 2021 | $894,000 | – | 3,045 | – | 0.52% | – |
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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% |