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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $268 | -99.9% | 946 | -22.5% | 0.02% | -37.0% |
| Q1 2022 | $351,000 | -10.2% | 1,220 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $391,000 | +6.5% | 1,220 | -3.6% | 0.03% | 0.0% |
| Q3 2021 | $367,000 | +3.7% | 1,265 | +2.5% | 0.03% | -3.6% |
| Q2 2021 | $354,000 | -20.8% | 1,234 | -29.0% | 0.03% | -33.3% |
| Q1 2021 | $447,000 | +24.2% | 1,739 | +22.5% | 0.04% | +16.7% |
| Q4 2020 | $360,000 | +11.5% | 1,420 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $323,000 | +38.6% | 1,420 | +10.9% | 0.04% | +44.0% |
| Q4 2019 | $233,000 | +9.4% | 1,280 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $213,000 | +1.9% | 1,280 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $209,000 | +3.0% | 1,280 | -16.1% | 0.02% | -13.8% |
| Q3 2017 | $203,000 | – | 1,526 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 150,486 | $43,280,000 | 31.36% |
| Bromfield Sneider Wealth Advisors | 98,974 | $28,465,000 | 29.88% |
| Axiom Advisory, LLC | 92,526 | $26,611,000 | 22.13% |
| Strategies Wealth Advisors, LLC | 261,887 | $75,318,746 | 20.14% |
| Peninsula Wealth, LLC | 238,486 | $68,589,000 | 19.54% |
| Benchmark Wealth Management, LLC | 98,896 | $28,442,000 | 19.13% |
| Dougherty Wealth Advisers LLC | 42,952 | $12,353,000 | 18.64% |
| Corrigan Financial, Inc. | 204,558 | $58,830,771 | 18.60% |
| Avory & Company, LLC | 101,636 | $29,231,000 | 18.30% |
| Merit Financial Group, LLC | 999,489 | $287,453,000 | 17.34% |