VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $510,366 | -3.7% | 1,874 | +0.1% | 0.36% | -5.1% |
Q2 2023 | $529,769 | +12.6% | 1,872 | -0.7% | 0.38% | +10.6% |
Q1 2023 | $470,472 | +16.0% | 1,886 | -0.9% | 0.34% | +14.9% |
Q4 2022 | $405,478 | -19.7% | 1,903 | -19.4% | 0.30% | -26.1% |
Q3 2022 | $505,000 | +19.4% | 2,362 | +24.5% | 0.40% | +30.4% |
Q2 2022 | $423,000 | -40.7% | 1,897 | -23.5% | 0.31% | -35.0% |
Q1 2022 | $713,000 | -10.3% | 2,479 | +0.1% | 0.47% | -1.5% |
Q4 2021 | $795,000 | +10.7% | 2,477 | +0.1% | 0.48% | +8.4% |
Q3 2021 | $718,000 | +1.3% | 2,474 | +0.1% | 0.44% | +2.3% |
Q2 2021 | $709,000 | +19.0% | 2,472 | +6.6% | 0.43% | +11.7% |
Q1 2021 | $596,000 | +26.0% | 2,320 | +24.3% | 0.39% | +16.3% |
Q4 2020 | $473,000 | +11.6% | 1,867 | +0.2% | 0.33% | +9.9% |
Q3 2020 | $424,000 | -27.4% | 1,864 | -35.5% | 0.30% | -31.5% |
Q2 2020 | $584,000 | +10.2% | 2,891 | -14.6% | 0.44% | -2.0% |
Q1 2020 | $530,000 | -21.6% | 3,384 | -8.9% | 0.45% | +3.0% |
Q4 2019 | $676,000 | – | 3,713 | – | 0.44% | – |
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% |