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 | $129,892 | +0.7% | 477 | +4.6% | 0.01% | 0.0% |
| Q2 2023 | $129,030 | -14.9% | 456 | -25.0% | 0.01% | -17.6% |
| Q1 2023 | $151,660 | +25.1% | 608 | +6.9% | 0.02% | +21.4% |
| Q4 2022 | $121,260 | -42.3% | 569 | -42.1% | 0.01% | -48.1% |
| Q3 2022 | $210,000 | -3.2% | 982 | +0.9% | 0.03% | +3.8% |
| Q2 2022 | $217,000 | -23.3% | 973 | -1.2% | 0.03% | -16.1% |
| Q1 2022 | $283,000 | -10.4% | 985 | 0.0% | 0.03% | -11.4% |
| Q4 2021 | $316,000 | +53.4% | 985 | +38.7% | 0.04% | +40.0% |
| Q3 2021 | $206,000 | -43.7% | 710 | -47.3% | 0.02% | +8.7% |
| Q2 2021 | $366,000 | +111.6% | 1,346 | +100.0% | 0.02% | 0.0% |
| Q1 2021 | $173,000 | – | 673 | – | 0.02% | – |
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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% |