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 | $6,366,044 | -5.6% | 23,378 | -1.9% | 3.56% | -17.1% |
| Q2 2023 | $6,745,203 | +14.8% | 23,838 | +1.2% | 4.30% | +11.5% |
| Q1 2023 | $5,873,123 | +17.3% | 23,545 | +0.3% | 3.86% | +13.6% |
| Q4 2022 | $5,005,000 | +46.8% | 23,486 | +47.3% | 3.39% | +22.6% |
| Q3 2022 | $3,410,000 | +12.4% | 15,939 | +17.1% | 2.77% | +8.3% |
| Q2 2022 | $3,035,000 | -17.3% | 13,615 | +6.7% | 2.55% | -4.6% |
| Q1 2022 | $3,670,000 | -7.7% | 12,759 | +3.0% | 2.68% | -8.5% |
| Q4 2021 | $3,975,000 | – | 12,388 | – | 2.92% | – |
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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% |