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 | $1,853,465 | -3.1% | 6,806 | +0.7% | 1.10% | -2.6% |
| Q2 2023 | $1,912,937 | +13.4% | 6,760 | 0.0% | 1.13% | +5.1% |
| Q1 2023 | $1,686,327 | +15.5% | 6,760 | -1.3% | 1.08% | +7.6% |
| Q4 2022 | $1,459,900 | +31.6% | 6,850 | +32.1% | 1.00% | +18.7% |
| Q3 2022 | $1,109,000 | -4.1% | 5,184 | 0.0% | 0.84% | +0.7% |
| Q2 2022 | $1,156,000 | -22.5% | 5,184 | 0.0% | 0.84% | -10.4% |
| Q1 2022 | $1,491,000 | -10.4% | 5,184 | 0.0% | 0.94% | -11.7% |
| Q4 2021 | $1,664,000 | +9.6% | 5,184 | -0.9% | 1.06% | -1.0% |
| Q3 2021 | $1,518,000 | +1.0% | 5,231 | -0.2% | 1.07% | -1.2% |
| Q2 2021 | $1,503,000 | +11.3% | 5,240 | -0.2% | 1.08% | -10.8% |
| Q1 2021 | $1,350,000 | +13.8% | 5,251 | +12.1% | 1.22% | +3.7% |
| Q4 2020 | $1,186,000 | – | 4,683 | – | 1.17% | – |
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% |