VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,361,396 | -10.5% | 4,999 | -7.0% | 0.35% | -6.2% |
Q2 2023 | $1,521,413 | +13.4% | 5,377 | -0.0% | 0.37% | +13.7% |
Q1 2023 | $1,341,573 | +8.1% | 5,378 | -7.7% | 0.33% | +0.9% |
Q4 2022 | $1,241,577 | -0.2% | 5,826 | +0.2% | 0.32% | -2.4% |
Q3 2022 | $1,244,000 | -4.9% | 5,815 | -0.9% | 0.33% | -8.3% |
Q2 2022 | $1,308,000 | -28.8% | 5,870 | -8.1% | 0.36% | -24.5% |
Q1 2022 | $1,837,000 | -12.2% | 6,386 | -2.1% | 0.48% | +0.8% |
Q4 2021 | $2,092,000 | +6.0% | 6,520 | -4.1% | 0.48% | -10.0% |
Q3 2021 | $1,974,000 | -1.3% | 6,802 | -2.5% | 0.53% | -5.5% |
Q2 2021 | $2,000,000 | -24.0% | 6,975 | -31.9% | 0.56% | -31.3% |
Q1 2021 | $2,632,000 | -26.0% | 10,241 | -27.0% | 0.82% | -36.2% |
Q4 2020 | $3,556,000 | +9.6% | 14,036 | -1.5% | 1.28% | +0.5% |
Q3 2020 | $3,244,000 | +10.9% | 14,251 | -1.5% | 1.28% | -11.4% |
Q2 2020 | $2,924,000 | +16.2% | 14,471 | -9.9% | 1.44% | -15.1% |
Q1 2020 | $2,517,000 | -16.4% | 16,061 | -2.9% | 1.69% | +1.0% |
Q4 2019 | $3,012,000 | +6.7% | 16,533 | -2.7% | 1.68% | +0.7% |
Q3 2019 | $2,824,000 | -2.5% | 16,986 | -8.2% | 1.67% | -23.9% |
Q1 2019 | $2,896,000 | – | 18,511 | – | 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% |