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 | $994,924 | -3.6% | 3,654 | +0.1% | 0.73% | 0.0% |
| Q2 2023 | $1,032,416 | +13.6% | 3,649 | +0.2% | 0.73% | +8.1% |
| Q1 2023 | $908,788 | +17.3% | 3,643 | +0.2% | 0.68% | +13.6% |
| Q4 2022 | $775,050 | -0.8% | 3,637 | -0.4% | 0.60% | -5.2% |
| Q3 2022 | $781,000 | -30.9% | 3,651 | -7.1% | 0.63% | -1.1% |
| Q1 2022 | $1,130,000 | -10.3% | 3,930 | +0.1% | 0.64% | -5.2% |
| Q4 2021 | $1,260,000 | +8.5% | 3,926 | -1.9% | 0.67% | -1.3% |
| Q3 2021 | $1,161,000 | -0.1% | 4,002 | -1.2% | 0.68% | +5.4% |
| Q2 2021 | $1,162,000 | +9.3% | 4,051 | -2.0% | 0.65% | -1.4% |
| Q1 2021 | $1,063,000 | -49.2% | 4,135 | -49.9% | 0.66% | -12.4% |
| Q4 2020 | $2,092,000 | – | 8,258 | – | 0.75% | – |
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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% |