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 | $256,888 | -3.6% | 943 | +0.1% | 0.16% | -2.4% |
Q2 2023 | $266,564 | +13.6% | 942 | +0.1% | 0.16% | +8.6% |
Q1 2023 | $234,638 | +17.3% | 941 | +0.2% | 0.15% | +1.3% |
Q4 2022 | $200,109 | +0.1% | 939 | +0.2% | 0.15% | -8.0% |
Q3 2022 | $200,000 | -3.8% | 937 | +0.2% | 0.16% | +0.6% |
Q2 2022 | $208,000 | -22.7% | 935 | +0.1% | 0.16% | -8.5% |
Q1 2022 | $269,000 | -10.0% | 934 | +0.1% | 0.18% | -7.8% |
Q4 2021 | $299,000 | +10.7% | 933 | +0.1% | 0.19% | +9.1% |
Q3 2021 | $270,000 | +1.1% | 932 | +0.1% | 0.18% | -3.3% |
Q2 2021 | $267,000 | +11.7% | 931 | +0.2% | 0.18% | +13.0% |
Q1 2021 | $239,000 | +1.7% | 929 | +0.1% | 0.16% | -4.2% |
Q4 2020 | $235,000 | +3.1% | 928 | -7.4% | 0.17% | -7.2% |
Q3 2020 | $228,000 | +12.9% | 1,002 | +0.2% | 0.18% | +11.7% |
Q2 2020 | $202,000 | -4.3% | 1,000 | -37.2% | 0.16% | -3.0% |
Q3 2017 | $211,000 | +3.4% | 1,592 | -0.9% | 0.17% | -4.0% |
Q2 2017 | $204,000 | – | 1,607 | – | 0.17% | – |
Download |
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% |