VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,705,101 | +16.4% | 9,724 | +22.7% | 1.28% | +19.7% |
Q2 2023 | $2,324,790 | +24.0% | 7,927 | +2.7% | 1.07% | +14.4% |
Q1 2023 | $1,875,281 | +7.5% | 7,715 | -0.2% | 0.93% | +3.4% |
Q4 2022 | $1,744,475 | +6.2% | 7,731 | -0.8% | 0.90% | -13.7% |
Q3 2022 | $1,643,000 | -10.9% | 7,791 | -2.4% | 1.04% | +2.1% |
Q2 2022 | $1,845,000 | -19.5% | 7,980 | +0.1% | 1.02% | -3.5% |
Q1 2022 | $2,293,000 | -21.1% | 7,971 | -12.0% | 1.06% | -17.4% |
Q4 2021 | $2,907,000 | +5.5% | 9,060 | +0.2% | 1.28% | -0.2% |
Q3 2021 | $2,755,000 | +8.3% | 9,044 | +2.0% | 1.29% | +3.9% |
Q2 2021 | $2,543,000 | +4.4% | 8,866 | +0.6% | 1.24% | +1.6% |
Q1 2021 | $2,435,000 | +7.8% | 8,811 | -1.1% | 1.22% | -8.6% |
Q4 2020 | $2,258,000 | +18.3% | 8,913 | +6.3% | 1.33% | +6.7% |
Q3 2020 | $1,909,000 | +40.6% | 8,388 | +24.8% | 1.25% | +28.9% |
Q2 2020 | $1,358,000 | +39.6% | 6,722 | +8.2% | 0.97% | +12.8% |
Q1 2020 | $973,000 | -6.8% | 6,210 | +8.3% | 0.86% | +24.7% |
Q4 2019 | $1,044,000 | +18.1% | 5,733 | +7.8% | 0.69% | +12.8% |
Q3 2019 | $884,000 | +3.2% | 5,319 | +1.4% | 0.61% | +6.1% |
Q2 2019 | $857,000 | +54.1% | 5,247 | +47.6% | 0.58% | +48.1% |
Q1 2019 | $556,000 | – | 3,554 | – | 0.39% | – |
Download |
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% |