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 | $1,391,505 | -3.8% | 5,110 | 0.0% | 0.56% | -5.1% |
| Q2 2023 | $1,445,926 | +11.0% | 5,110 | -2.2% | 0.59% | -11.8% |
| Q1 2023 | $1,302,826 | -56.5% | 5,223 | -62.9% | 0.67% | -59.1% |
| Q4 2022 | $2,996,327 | +174.1% | 14,060 | +175.1% | 1.64% | +139.3% |
| Q3 2022 | $1,093,000 | -4.0% | 5,110 | 0.0% | 0.69% | -12.5% |
| Q2 2022 | $1,139,000 | -22.5% | 5,110 | 0.0% | 0.78% | -1.0% |
| Q1 2022 | $1,470,000 | -10.4% | 5,110 | 0.0% | 0.79% | +5.3% |
| Q4 2021 | $1,640,000 | -18.9% | 5,110 | -26.6% | 0.75% | -34.3% |
| Q3 2021 | $2,021,000 | +1.2% | 6,965 | 0.0% | 1.15% | -0.2% |
| Q2 2021 | $1,998,000 | +11.6% | 6,965 | 0.0% | 1.15% | -7.6% |
| Q1 2021 | $1,790,000 | +2.1% | 6,965 | +0.6% | 1.24% | -5.8% |
| Q4 2020 | $1,754,000 | – | 6,923 | – | 1.32% | – |
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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% |