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 2021 | $683,000 | +1.5% | 2,345 | +0.3% | 0.46% | -0.7% |
| Q2 2021 | $673,000 | +0.4% | 2,337 | -9.5% | 0.46% | -7.8% |
| Q1 2021 | $670,000 | +15.9% | 2,583 | +14.7% | 0.50% | +14.2% |
| Q4 2020 | $578,000 | +15.6% | 2,251 | +0.7% | 0.44% | +3.1% |
| Q3 2020 | $500,000 | +11.6% | 2,236 | -0.6% | 0.42% | -0.9% |
| Q2 2020 | $448,000 | +34.5% | 2,250 | +5.8% | 0.43% | -3.0% |
| Q1 2020 | $333,000 | -29.4% | 2,126 | -17.9% | 0.44% | -10.0% |
| Q4 2019 | $472,000 | – | 2,591 | – | 0.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dougherty Wealth Advisers LLC | 68,943 | $15,367,000 | 28.68% |
| Bell Rock Capital LLC | 157,270 | $35,054,000 | 27.26% |
| Jentner Corp | 159,681 | $35,591,000 | 27.04% |
| Bromfield Sneider Wealth Advisors | 97,953 | $21,833,000 | 26.55% |
| Strategies Wealth Advisors, LLC | 295,234 | $65,804,800 | 18.88% |
| Safeguard Financial, LLC | 69,710 | $15,537,000 | 18.55% |
| Peninsula Wealth, LLC | 238,658 | $53,195,000 | 18.00% |
| EdgeRock Capital LLC | 111,291 | $24,806,000 | 16.98% |
| Benchmark Wealth Management, LLC | 102,961 | $22,949,000 | 16.89% |
| Corrigan Financial, Inc. | 206,867 | $46,108,552 | 16.69% |