VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,026,060 | -3.4% | 102,920 | +0.4% | 25.23% | -1.7% |
| Q2 2023 | $29,006,014 | +15.5% | 102,509 | +1.8% | 25.66% | +6.8% |
| Q1 2023 | $25,103,986 | +19.9% | 100,734 | +2.5% | 24.03% | +8.5% |
| Q4 2022 | $20,939,979 | +39.5% | 98,249 | +40.0% | 22.16% | +24.2% |
| Q3 2022 | $15,011,000 | +4.1% | 70,154 | +8.4% | 17.84% | +11.5% |
| Q2 2022 | $14,424,000 | -45.8% | 64,732 | -30.0% | 15.99% | -27.7% |
| Q1 2022 | $26,611,000 | -5.0% | 92,526 | +5.9% | 22.13% | -3.9% |
| Q4 2021 | $28,026,000 | – | 87,343 | – | 23.02% | – |
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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% |