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 | $98,954,739 | +35.0% | 363,368 | +40.3% | 1.23% | +3.0% |
| Q2 2023 | $73,292,644 | +40.7% | 259,003 | +24.1% | 1.20% | +34.8% |
| Q1 2023 | $52,075,087 | +20.6% | 208,758 | +3.0% | 0.89% | +6.0% |
| Q4 2022 | $43,195,540 | +22.8% | 202,682 | +23.2% | 0.84% | +6.5% |
| Q3 2022 | $35,177,000 | +18.6% | 164,464 | +23.4% | 0.79% | +25.7% |
| Q2 2022 | $29,672,000 | -36.8% | 133,236 | -18.4% | 0.63% | -2.8% |
| Q1 2022 | $46,947,000 | +76.0% | 163,239 | +96.3% | 0.64% | -7.3% |
| Q4 2021 | $26,682,000 | +9.1% | 83,139 | -1.3% | 0.70% | +15.3% |
| Q3 2021 | $24,448,000 | +31.1% | 84,255 | +29.6% | 0.60% | -8.8% |
| Q2 2021 | $18,652,000 | +165.5% | 65,033 | +137.8% | 0.66% | +53.0% |
| Q1 2021 | $7,025,000 | +17.8% | 27,352 | +16.3% | 0.43% | +5.9% |
| Q4 2020 | $5,963,000 | +53.6% | 23,518 | +37.9% | 0.41% | +8.8% |
| Q3 2020 | $3,883,000 | -1.1% | 17,057 | -12.2% | 0.38% | -4.6% |
| Q2 2020 | $3,928,000 | -10.8% | 19,434 | -30.9% | 0.39% | -44.0% |
| Q1 2020 | $4,406,000 | +78.9% | 28,120 | +108.0% | 0.70% | -8.0% |
| Q4 2019 | $2,463,000 | +66.4% | 13,522 | +51.9% | 0.76% | +19.4% |
| Q3 2019 | $1,480,000 | -2.1% | 8,904 | -3.9% | 0.64% | +15.8% |
| Q2 2019 | $1,512,000 | +33.8% | 9,269 | +28.2% | 0.55% | +30.2% |
| Q1 2019 | $1,130,000 | +23.5% | 7,232 | +6.2% | 0.42% | -23.7% |
| Q4 2018 | $915,000 | – | 6,809 | – | 0.56% | – |
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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% |