WADE G W & INC - VANGUARD INDEX FDS ownership

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
WADE G W & INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$268
-3.6%
9840.0%0.01%0.0%
Q2 2023$278
+13.5%
9840.0%0.01%
+11.1%
Q1 2023$245
+10.9%
984
-5.3%
0.01%0.0%
Q4 2022$221
-99.9%
1,039
-6.4%
0.01%
-18.2%
Q2 2022$247,000
-25.4%
1,110
-3.6%
0.01%
-21.4%
Q1 2022$331,000
-10.8%
1,152
-0.3%
0.01%
-12.5%
Q4 2021$371,000
+3.9%
1,155
-6.1%
0.02%
-5.9%
Q3 2021$357,000
-10.5%
1,230
-11.5%
0.02%
-10.5%
Q2 2021$399,000
-55.4%
1,390
-60.1%
0.02%
-60.4%
Q1 2021$895,000
+121.0%
3,480
+117.6%
0.05%
+92.0%
Q4 2020$405,000
+72.3%
1,599
-28.8%
0.02%
-59.7%
Q4 2014$235,0002,2470.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders