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 | $436,444 | -3.8% | 1,603 | 0.0% | 0.18% | -1.6% |
| Q2 2023 | $453,513 | -13.7% | 1,603 | -23.9% | 0.19% | -19.4% |
| Q1 2023 | $525,432 | +17.0% | 2,106 | 0.0% | 0.23% | +18.4% |
| Q4 2022 | $448,905 | -0.5% | 2,106 | 0.0% | 0.20% | +41.0% |
| Q3 2022 | $451,000 | -4.0% | 2,106 | 0.0% | 0.14% | -12.6% |
| Q2 2022 | $470,000 | -22.4% | 2,106 | 0.0% | 0.16% | -0.6% |
| Q1 2022 | $606,000 | -10.8% | 2,106 | -0.4% | 0.16% | +42.9% |
| Q4 2021 | $679,000 | +10.4% | 2,114 | 0.0% | 0.11% | +3.7% |
| Q3 2021 | $615,000 | +1.5% | 2,114 | 0.0% | 0.11% | -12.2% |
| Q2 2021 | $606,000 | +11.6% | 2,114 | 0.0% | 0.12% | +46.4% |
| Q1 2021 | $543,000 | +1.3% | 2,114 | 0.0% | 0.08% | +23.5% |
| Q4 2020 | $536,000 | – | 2,114 | – | 0.07% | – |
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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% |