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 | $444,616 | +6.6% | 1,633 | +10.8% | 0.20% | +6.9% |
Q2 2023 | $417,007 | +10.4% | 1,474 | -2.6% | 0.19% | -2.1% |
Q1 2023 | $377,573 | -13.1% | 1,514 | -25.7% | 0.19% | -17.2% |
Q4 2022 | $434,244 | +7.8% | 2,038 | +8.2% | 0.23% | +6.4% |
Q3 2022 | $403,000 | -6.5% | 1,883 | -2.6% | 0.22% | -3.9% |
Q2 2022 | $431,000 | -40.6% | 1,933 | -23.5% | 0.23% | -27.4% |
Q1 2022 | $726,000 | -29.0% | 2,526 | -20.8% | 0.31% | -29.1% |
Q4 2021 | $1,023,000 | +9.8% | 3,188 | -0.8% | 0.44% | +1.6% |
Q3 2021 | $932,000 | +4.3% | 3,213 | +5.5% | 0.44% | -16.5% |
Q2 2021 | $894,000 | – | 3,045 | – | 0.52% | – |
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% |