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 | $551,933 | +9.6% | 2,027 | +13.9% | 0.05% | +9.3% |
| Q2 2023 | $503,512 | +1.6% | 1,779 | -10.4% | 0.04% | -4.4% |
| Q1 2023 | $495,405 | +20.5% | 1,986 | +3.0% | 0.04% | +12.5% |
| Q4 2022 | $411,166 | -0.4% | 1,929 | 0.0% | 0.04% | -9.1% |
| Q3 2022 | $413,000 | -23.8% | 1,929 | -20.6% | 0.04% | -24.1% |
| Q2 2022 | $542,000 | -7.0% | 2,431 | +20.0% | 0.06% | -4.9% |
| Q1 2022 | $583,000 | -10.2% | 2,026 | +0.1% | 0.06% | -7.6% |
| Q4 2021 | $649,000 | +2.5% | 2,023 | -7.3% | 0.07% | -7.0% |
| Q3 2021 | $633,000 | +1.1% | 2,182 | 0.0% | 0.07% | -2.7% |
| Q2 2021 | $626,000 | +10.0% | 2,182 | -1.4% | 0.07% | -5.2% |
| Q1 2021 | $569,000 | -4.2% | 2,212 | -5.7% | 0.08% | -13.5% |
| Q4 2020 | $594,000 | – | 2,345 | – | 0.09% | – |
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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% |