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 | $212,135 | -3.8% | 779 | 0.0% | 0.12% | -4.1% |
| Q2 2023 | $220,405 | +0.6% | 779 | +2.5% | 0.12% | -19.6% |
| Q1 2022 | $219,000 | -8.8% | 760 | +1.6% | 0.15% | -6.7% |
| Q4 2021 | $240,000 | -74.8% | 748 | -77.2% | 0.16% | -52.3% |
| Q3 2021 | $953,000 | +1.6% | 3,283 | +0.5% | 0.34% | -10.9% |
| Q2 2021 | $938,000 | +17.1% | 3,267 | +4.8% | 0.39% | -12.1% |
| Q1 2021 | $801,000 | +0.5% | 3,116 | -0.9% | 0.44% | -13.8% |
| Q4 2020 | $797,000 | – | 3,145 | – | 0.51% | – |
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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% |