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 | $1,079,805 | -1.9% | 3,965 | +1.9% | 0.90% | +6.7% |
| Q2 2023 | $1,100,766 | +13.0% | 3,890 | -0.4% | 0.84% | +16.8% |
| Q1 2023 | $974,460 | +14.4% | 3,907 | -2.2% | 0.72% | +9.4% |
| Q4 2022 | $851,683 | -0.2% | 3,996 | +0.2% | 0.66% | -5.6% |
| Q3 2022 | $853,000 | -3.8% | 3,988 | +0.2% | 0.70% | -0.7% |
| Q2 2022 | $887,000 | -22.4% | 3,981 | +0.1% | 0.70% | -10.1% |
| Q1 2022 | $1,143,000 | -10.4% | 3,976 | +0.1% | 0.78% | -0.8% |
| Q4 2021 | $1,275,000 | – | 3,972 | – | 0.79% | – |
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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% |