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 | $385,931 | -4.2% | 1,417 | -0.4% | 0.13% | -3.1% |
Q2 2023 | $402,711 | +13.6% | 1,423 | +0.1% | 0.13% | +6.5% |
Q1 2023 | $354,494 | +17.8% | 1,421 | +0.6% | 0.12% | +5.1% |
Q4 2022 | $300,934 | +28.1% | 1,412 | +28.6% | 0.12% | +25.8% |
Q3 2022 | $235,000 | -77.8% | 1,098 | -66.7% | 0.09% | -89.5% |
Q4 2021 | $1,057,000 | – | 3,295 | – | 0.89% | – |
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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% |