VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $2,253,880 | +57.4% | 7,250 | +37.8% | 1.31% | +34.6% |
Q3 2023 | $1,432,351 | +20.7% | 5,260 | +25.4% | 0.97% | +34.9% |
Q2 2023 | $1,186,734 | +75.8% | 4,194 | +54.9% | 0.72% | +62.9% |
Q1 2023 | $675,234 | +82.9% | 2,707 | +56.3% | 0.44% | +69.3% |
Q4 2022 | $369,107 | +15.7% | 1,732 | +16.2% | 0.26% | +7.4% |
Q3 2022 | $319,000 | +11.5% | 1,490 | +50.1% | 0.24% | +35.8% |
Q1 2022 | $286,000 | +9.2% | 993 | +21.4% | 0.18% | +9.8% |
Q4 2021 | $262,000 | – | 818 | – | 0.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Dougherty Wealth Advisers LLC | 68,943 | $15,367,000 | 28.68% |
Bell Rock Capital LLC | 157,270 | $35,054,000 | 27.26% |
Jentner Corp | 159,681 | $35,591,000 | 27.04% |
Bromfield Sneider Wealth Advisors | 97,953 | $21,833,000 | 26.55% |
Strategies Wealth Advisors, LLC | 295,234 | $65,804,800 | 18.88% |
Safeguard Financial, LLC | 69,710 | $15,537,000 | 18.55% |
Peninsula Wealth, LLC | 238,658 | $53,195,000 | 18.00% |
EdgeRock Capital LLC | 111,291 | $24,806,000 | 16.98% |
Benchmark Wealth Management, LLC | 102,961 | $22,949,000 | 16.89% |
Corrigan Financial, Inc. | 206,867 | $46,108,552 | 16.69% |