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 | $14,972,929 | -4.6% | 54,985 | -0.8% | 2.02% | -4.7% |
| Q2 2023 | $15,690,316 | -25.3% | 55,451 | -34.1% | 2.12% | -41.6% |
| Q1 2023 | $20,997,003 | +8263.9% | 84,177 | +7045.8% | 3.63% | +5009.9% |
| Q4 2022 | $251,044 | -0.4% | 1,178 | 0.0% | 0.07% | -4.1% |
| Q3 2022 | $252,000 | -4.2% | 1,178 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $263,000 | -22.9% | 1,178 | -0.7% | 0.07% | -5.1% |
| Q1 2022 | $341,000 | -11.0% | 1,186 | -0.8% | 0.08% | +66.0% |
| Q4 2021 | $383,000 | +12.0% | 1,195 | +1.4% | 0.05% | -7.8% |
| Q3 2021 | $342,000 | +26.2% | 1,178 | -28.6% | 0.05% | -55.3% |
| Q3 2019 | $271,000 | – | 1,651 | – | 0.11% | – |
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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% |