VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296,001 | -3.8% | 1,087 | 0.0% | 0.05% | -2.1% |
| Q2 2023 | $307,578 | +0.9% | 1,087 | -11.0% | 0.05% | -12.7% |
| Q1 2023 | $304,816 | +17.0% | 1,222 | 0.0% | 0.06% | +12.2% |
| Q4 2022 | $260,420 | -20.4% | 1,222 | -20.0% | 0.05% | -3.9% |
| Q3 2022 | $327,000 | -4.1% | 1,528 | 0.0% | 0.05% | +6.2% |
| Q2 2022 | $341,000 | -22.3% | 1,528 | 0.0% | 0.05% | +9.1% |
| Q1 2022 | $439,000 | -10.4% | 1,528 | 0.0% | 0.04% | -6.4% |
| Q4 2021 | $490,000 | +10.6% | 1,528 | 0.0% | 0.05% | +4.4% |
| Q3 2021 | $443,000 | +1.1% | 1,528 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $438,000 | +4.8% | 1,528 | -6.1% | 0.05% | -9.8% |
| Q1 2021 | $418,000 | -7.1% | 1,628 | -8.4% | 0.05% | -12.1% |
| Q4 2020 | $450,000 | +27.1% | 1,778 | +14.2% | 0.06% | +28.9% |
| Q3 2020 | $354,000 | – | 1,557 | – | 0.04% | – |
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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% |