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 | $287,287 | +0.6% | 1,055 | +4.6% | 0.18% | +2.3% |
| Q2 2023 | $285,507 | +14.2% | 1,009 | +0.7% | 0.17% | -2.3% |
| Q1 2023 | $249,939 | +17.8% | 1,002 | +0.6% | 0.18% | -4.3% |
| Q4 2022 | $212,258 | +4.0% | 996 | +4.6% | 0.18% | +14.2% |
| Q3 2022 | $204,000 | -3.8% | 952 | 0.0% | 0.16% | -9.5% |
| Q2 2022 | $212,000 | -22.6% | 952 | 0.0% | 0.18% | +4.7% |
| Q1 2022 | $274,000 | -11.6% | 952 | -1.6% | 0.17% | +3.0% |
| Q4 2021 | $310,000 | +10.3% | 967 | 0.0% | 0.17% | +5.1% |
| Q3 2021 | $281,000 | +1.4% | 967 | 0.0% | 0.16% | +3.3% |
| Q2 2021 | $277,000 | +11.2% | 967 | 0.0% | 0.15% | -4.4% |
| Q1 2021 | $249,000 | +0.8% | 967 | -0.7% | 0.16% | +1.3% |
| Q4 2020 | $247,000 | – | 974 | – | 0.16% | – |
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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% |