VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $907,882 | -3.8% | 3,334 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $943,389 | +13.4% | 3,334 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $831,633 | +17.0% | 3,334 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $710,509 | +11.0% | 3,334 | +11.4% | 0.01% | 0.0% |
| Q3 2022 | $640,000 | -4.0% | 2,992 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $667,000 | -24.5% | 2,992 | -2.5% | 0.01% | -14.3% |
| Q1 2022 | $883,000 | -10.4% | 3,069 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $985,000 | +10.5% | 3,069 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $891,000 | +14.7% | 3,069 | +13.3% | 0.01% | +14.3% |
| Q2 2021 | $777,000 | +181.5% | 2,709 | +152.0% | 0.01% | +133.3% |
| Q1 2021 | $276,000 | +1.5% | 1,075 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $272,000 | +11.0% | 1,075 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $245,000 | +12.9% | 1,075 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $217,000 | – | 1,075 | – | 0.00% | – |
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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% |