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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,319 | -3.8% | 12,189 | 0.0% | 1.99% | +44.9% |
| Q2 2023 | $3,449 | +13.5% | 12,189 | 0.0% | 1.37% | +12.5% |
| Q1 2023 | $3,040 | +17.0% | 12,189 | 0.0% | 1.22% | +21.3% |
| Q4 2022 | $2,598 | -99.9% | 12,189 | 0.0% | 1.00% | -6.0% |
| Q3 2022 | $2,608,000 | -4.0% | 12,189 | 0.0% | 1.07% | -5.6% |
| Q2 2022 | $2,717,000 | -22.5% | 12,189 | 0.0% | 1.13% | -9.9% |
| Q1 2022 | $3,506,000 | -10.4% | 12,189 | 0.0% | 1.26% | -5.1% |
| Q4 2021 | $3,911,000 | +10.6% | 12,189 | 0.0% | 1.32% | -30.9% |
| Q3 2021 | $3,537,000 | +3.1% | 12,189 | +1.9% | 1.92% | +21.0% |
| Q2 2021 | $3,431,000 | +11.6% | 11,963 | 0.0% | 1.58% | +4.3% |
| Q1 2021 | $3,075,000 | +1.5% | 11,963 | 0.0% | 1.52% | -22.1% |
| Q4 2020 | $3,031,000 | -1.6% | 11,963 | -11.6% | 1.95% | +37.2% |
| Q3 2020 | $3,081,000 | +12.6% | 13,537 | 0.0% | 1.42% | +6.8% |
| Q2 2020 | $2,736,000 | +29.0% | 13,537 | +0.0% | 1.33% | +26.7% |
| Q1 2020 | $2,121,000 | -14.0% | 13,536 | 0.0% | 1.05% | +14.0% |
| Q4 2019 | $2,466,000 | – | 13,536 | – | 0.92% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merit Financial Group, LLC | 1,115,282 | $323,621,000 | 33.87% |
| Jentner Corp | 152,879 | $44,361,000 | 30.28% |
| Peninsula Wealth, LLC | 254,681 | $73,901,000 | 23.46% |
| Mosaic Family Wealth, LLC | 265,135 | $76,934,000 | 21.31% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 153,754 | $44,614,000 | 20.36% |
| TL Private Wealth | 116,678 | $36,099,000 | 19.73% |
| Benchmark Wealth Management, LLC | 92,271 | $26,774,000 | 18.82% |
| Corrigan Financial, Inc. | 209,121 | $60,680,576 | 18.55% |
| Avory & Company, LLC | 101,636 | $29,492,000 | 18.22% |
| Dougherty Wealth Advisers LLC | 40,132 | $11,645,000 | 17.33% |