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 | $14,243,692 | -4.1% | 52,306 | -0.4% | 6.05% | -0.4% |
| Q2 2023 | $14,854,240 | +13.4% | 52,496 | 0.0% | 6.07% | +6.2% |
| Q1 2023 | $13,094,577 | +18.8% | 52,496 | +1.5% | 5.72% | +12.2% |
| Q4 2022 | $11,020,110 | -0.5% | 51,711 | -0.1% | 5.09% | -10.8% |
| Q3 2022 | $11,076,598 | -4.2% | 51,772 | -0.2% | 5.71% | -1.1% |
| Q2 2022 | $11,559,722 | -22.5% | 51,863 | -0.0% | 5.77% | -10.3% |
| Q1 2022 | $14,922,385 | -10.9% | 51,886 | -0.6% | 6.44% | -4.4% |
| Q4 2021 | $16,751,589 | – | 52,202 | – | 6.73% | – |
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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% |