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 | $16,705,908 | -7.2% | 61,349 | -3.6% | 8.13% | -4.3% |
Q2 2023 | $18,009,695 | +11.3% | 63,647 | -1.9% | 8.50% | -1.6% |
Q1 2023 | $16,182,471 | +12.7% | 64,875 | -3.7% | 8.63% | +1.8% |
Q4 2022 | $14,357,194 | +5.1% | 67,370 | +5.5% | 8.48% | -3.0% |
Q3 2022 | $13,666,000 | -1.0% | 63,877 | +3.1% | 8.74% | +3.0% |
Q2 2022 | $13,808,000 | -14.8% | 61,948 | +10.0% | 8.49% | -5.3% |
Q1 2022 | $16,200,000 | -9.5% | 56,327 | +1.0% | 8.96% | -4.6% |
Q4 2021 | $17,895,000 | +11.3% | 55,766 | +0.6% | 9.40% | +3.0% |
Q3 2021 | $16,080,000 | +3.0% | 55,415 | +1.8% | 9.12% | +0.3% |
Q2 2021 | $15,616,000 | +17.0% | 54,447 | +4.8% | 9.09% | +7.6% |
Q1 2021 | $13,352,000 | +5.5% | 51,945 | +4.0% | 8.44% | -1.1% |
Q4 2020 | $12,659,000 | – | 49,969 | – | 8.54% | – |
Download |
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% |