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 | $3,062,873 | +333.7% | 11,248 | +350.6% | 0.14% | +331.2% |
| Q2 2023 | $706,174 | +49.5% | 2,496 | +31.8% | 0.03% | +33.3% |
| Q1 2023 | $472,356 | +17.1% | 1,894 | 0.0% | 0.02% | +4.3% |
| Q4 2022 | $403,539 | -0.6% | 1,894 | -0.3% | 0.02% | +4.5% |
| Q3 2022 | $406,000 | -4.9% | 1,899 | -0.9% | 0.02% | -18.5% |
| Q2 2022 | $427,000 | -23.2% | 1,916 | -0.9% | 0.03% | -28.9% |
| Q1 2022 | $556,000 | -14.2% | 1,933 | -4.2% | 0.04% | -5.0% |
| Q4 2021 | $648,000 | +9.3% | 2,018 | -1.2% | 0.04% | -2.4% |
| Q3 2021 | $593,000 | -7.9% | 2,043 | -9.0% | 0.04% | -10.9% |
| Q2 2021 | $644,000 | +16.7% | 2,246 | +4.7% | 0.05% | 0.0% |
| Q1 2021 | $552,000 | -24.4% | 2,146 | -25.5% | 0.05% | -34.3% |
| Q4 2020 | $730,000 | +11.3% | 2,882 | 0.0% | 0.07% | -5.4% |
| Q3 2020 | $656,000 | +53.3% | 2,882 | +36.1% | 0.07% | +34.5% |
| Q2 2020 | $428,000 | +59.7% | 2,117 | +23.8% | 0.06% | +27.9% |
| Q1 2020 | $268,000 | -11.6% | 1,710 | +2.8% | 0.04% | -2.3% |
| Q4 2019 | $303,000 | +16.1% | 1,663 | +6.1% | 0.04% | +4.8% |
| Q3 2019 | $261,000 | +29.9% | 1,568 | +27.7% | 0.04% | +23.5% |
| Q2 2019 | $201,000 | – | 1,228 | – | 0.03% | – |
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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% |