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 | $9,347,966 | +1.1% | 34,328 | +5.0% | 5.18% | +3.1% |
| Q2 2023 | $9,247,488 | +11.7% | 32,681 | -1.5% | 5.02% | +29.0% |
| Q1 2023 | $8,279,902 | +64.2% | 33,194 | +40.3% | 3.89% | +25.6% |
| Q4 2022 | $5,043,053 | -13.7% | 23,664 | -13.4% | 3.10% | -8.1% |
| Q3 2022 | $5,844,000 | -19.1% | 27,314 | -15.8% | 3.37% | -11.3% |
| Q2 2022 | $7,227,000 | -20.1% | 32,423 | +3.1% | 3.80% | -12.8% |
| Q1 2022 | $9,046,000 | -14.1% | 31,455 | -4.2% | 4.36% | -31.3% |
| Q4 2021 | $10,532,000 | – | 32,821 | – | 6.34% | – |
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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% |