VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,395 | +14.0% | 1,015 | +18.4% | 0.19% | +20.8% |
| Q2 2023 | $242,497 | -0.5% | 857 | -12.3% | 0.16% | -6.5% |
| Q1 2023 | $243,703 | +17.0% | 977 | 0.0% | 0.17% | +12.6% |
| Q4 2022 | $208,209 | +1.6% | 977 | +2.1% | 0.15% | -7.9% |
| Q3 2022 | $205,000 | -2.4% | 957 | +1.4% | 0.16% | +3.1% |
| Q2 2022 | $210,000 | -22.2% | 944 | +0.6% | 0.16% | -5.9% |
| Q1 2022 | $270,000 | -5.9% | 938 | +5.0% | 0.17% | -1.2% |
| Q4 2021 | $287,000 | +10.8% | 893 | 0.0% | 0.17% | +1.2% |
| Q3 2021 | $259,000 | +48.9% | 893 | +47.4% | 0.17% | +42.0% |
| Q2 2021 | $174,000 | +15.2% | 606 | +3.4% | 0.12% | +43.4% |
| Q1 2021 | $151,000 | +14.4% | 586 | +12.5% | 0.08% | +7.8% |
| Q4 2020 | $132,000 | -19.5% | 521 | -27.7% | 0.08% | -27.4% |
| Q3 2020 | $164,000 | – | 721 | +72000.0% | 0.11% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | – | 0.00% | – |
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% |