VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $36,217 | -38.8% | 133 | -36.4% | 0.03% | -36.0% |
Q2 2023 | $59,139 | +13.4% | 209 | 0.0% | 0.05% | +11.1% |
Q1 2023 | $52,133 | +17.0% | 209 | 0.0% | 0.04% | +15.4% |
Q4 2022 | $44,540 | -1.0% | 209 | 0.0% | 0.04% | -20.4% |
Q3 2022 | $45,000 | -4.3% | 209 | 0.0% | 0.05% | -10.9% |
Q2 2022 | $47,000 | -21.7% | 209 | 0.0% | 0.06% | -21.4% |
Q1 2022 | $60,000 | +42.9% | 209 | +58.3% | 0.07% | +62.8% |
Q4 2021 | $42,000 | +10.5% | 132 | 0.0% | 0.04% | +16.2% |
Q3 2021 | $38,000 | 0.0% | 132 | 0.0% | 0.04% | +2.8% |
Q2 2021 | $38,000 | +11.8% | 132 | 0.0% | 0.04% | +9.1% |
Q1 2021 | $34,000 | +3.0% | 132 | 0.0% | 0.03% | -13.2% |
Q4 2020 | $33,000 | +10.0% | 132 | 0.0% | 0.04% | -15.6% |
Q3 2020 | $30,000 | +11.1% | 132 | 0.0% | 0.04% | +18.4% |
Q2 2020 | $27,000 | +28.6% | 132 | 0.0% | 0.04% | +15.2% |
Q1 2020 | $21,000 | -12.5% | 132 | 0.0% | 0.03% | -5.7% |
Q4 2019 | $24,000 | +9.1% | 132 | 0.0% | 0.04% | -2.8% |
Q3 2019 | $22,000 | – | 132 | – | 0.04% | – |
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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% |