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 | $19,125,217 | -3.1% | 70,233 | +0.7% | 7.60% | +1.6% |
| Q2 2023 | $19,734,705 | +15.3% | 69,744 | +1.7% | 7.48% | +8.3% |
| Q1 2023 | $17,111,386 | +29.7% | 68,583 | +10.8% | 6.90% | +20.6% |
| Q4 2022 | $13,194,163 | -24.7% | 61,912 | -24.4% | 5.72% | -29.7% |
| Q3 2022 | $17,517,000 | -1.3% | 81,873 | +2.8% | 8.15% | +3.3% |
| Q2 2022 | $17,755,000 | -17.7% | 79,659 | +6.2% | 7.88% | -0.7% |
| Q1 2022 | $21,566,000 | -3.8% | 74,987 | +7.3% | 7.94% | -0.8% |
| Q4 2021 | $22,422,000 | – | 69,873 | – | 8.00% | – |
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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% |