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 | $425,204 | -2.3% | 1,552 | +0.9% | 0.15% | +0.7% |
| Q2 2023 | $435,235 | +11.0% | 1,538 | -2.2% | 0.15% | +8.7% |
| Q1 2023 | $392,076 | +12.1% | 1,572 | +0.2% | 0.14% | +5.3% |
| Q4 2022 | $349,856 | +4.1% | 1,569 | 0.0% | 0.13% | -9.0% |
| Q3 2022 | $336,000 | -6.4% | 1,569 | -2.5% | 0.14% | -0.7% |
| Q2 2022 | $359,000 | -18.2% | 1,609 | 0.0% | 0.14% | -6.5% |
| Q1 2022 | $439,000 | -18.4% | 1,609 | -3.9% | 0.16% | -22.1% |
| Q4 2021 | $538,000 | +10.7% | 1,675 | 0.0% | 0.20% | -10.0% |
| Q3 2021 | $486,000 | +1.2% | 1,675 | 0.0% | 0.22% | -6.0% |
| Q2 2021 | $480,000 | +15.9% | 1,675 | +4.1% | 0.24% | -5.6% |
| Q1 2021 | $414,000 | – | 1,609 | – | 0.25% | – |
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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% |