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 | $2,308,496 | -2.6% | 8,477 | +1.2% | 0.18% | -18.0% |
| Q2 2023 | $2,369,624 | +8.4% | 8,374 | -4.4% | 0.22% | +56.1% |
| Q1 2023 | $2,185,934 | +31.2% | 8,763 | +12.1% | 0.14% | -16.8% |
| Q4 2022 | $1,665,520 | -10.4% | 7,815 | -10.0% | 0.17% | +131.9% |
| Q3 2022 | $1,858,000 | -6.9% | 8,685 | -3.0% | 0.07% | -73.8% |
| Q2 2022 | $1,996,000 | -45.5% | 8,953 | -29.7% | 0.28% | -30.0% |
| Q1 2022 | $3,661,000 | -28.7% | 12,729 | -20.5% | 0.39% | -26.3% |
| Q4 2021 | $5,135,000 | +2.8% | 16,003 | +0.6% | 0.53% | -15.9% |
| Q3 2021 | $4,997,000 | +7.0% | 15,908 | -2.3% | 0.63% | -2.9% |
| Q2 2021 | $4,672,000 | +81.7% | 16,289 | +62.8% | 0.65% | +48.1% |
| Q1 2021 | $2,571,000 | -13.8% | 10,006 | -15.0% | 0.44% | -28.2% |
| Q4 2020 | $2,981,000 | +2.0% | 11,765 | -8.4% | 0.61% | -11.7% |
| Q3 2020 | $2,923,000 | +3.5% | 12,840 | -8.1% | 0.70% | -5.3% |
| Q2 2020 | $2,823,000 | +13.1% | 13,969 | -12.3% | 0.73% | -13.4% |
| Q1 2020 | $2,497,000 | -18.2% | 15,936 | -4.9% | 0.85% | +6.3% |
| Q4 2019 | $3,054,000 | +7.5% | 16,765 | -1.9% | 0.80% | -2.3% |
| Q3 2019 | $2,842,000 | +8.9% | 17,090 | +7.0% | 0.82% | -3.0% |
| Q2 2019 | $2,610,000 | +36.8% | 15,978 | +31.0% | 0.84% | +35.4% |
| Q1 2019 | $1,908,000 | +14.5% | 12,198 | -1.8% | 0.62% | -13.0% |
| Q4 2018 | $1,667,000 | -12.9% | 12,416 | +4.5% | 0.72% | -20.1% |
| Q3 2018 | $1,913,000 | +65.6% | 11,880 | +45.9% | 0.90% | +68.2% |
| Q1 2018 | $1,155,000 | +142.6% | 8,141 | +140.5% | 0.53% | +141.8% |
| Q4 2017 | $476,000 | – | 3,385 | – | 0.22% | – |
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% |