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 | $250,525 | -12.5% | 920 | -9.1% | 0.10% | -6.4% |
| Q2 2023 | $286,356 | -7.6% | 1,012 | -18.6% | 0.11% | -17.9% |
| Q1 2023 | $310,054 | +5.7% | 1,243 | -9.7% | 0.13% | -3.6% |
| Q4 2022 | $293,239 | -2.6% | 1,376 | -2.2% | 0.14% | -11.5% |
| Q3 2022 | $301,000 | -4.1% | 1,407 | 0.0% | 0.16% | +10.6% |
| Q2 2022 | $314,000 | -28.5% | 1,407 | -7.9% | 0.14% | -17.4% |
| Q1 2022 | $439,000 | -10.4% | 1,527 | 0.0% | 0.17% | +0.6% |
| Q4 2021 | $490,000 | +10.6% | 1,527 | 0.0% | 0.17% | -2.3% |
| Q3 2021 | $443,000 | +26.9% | 1,527 | +25.6% | 0.18% | +26.8% |
| Q2 2021 | $349,000 | +11.5% | 1,216 | 0.0% | 0.14% | +4.5% |
| Q1 2021 | $313,000 | -13.5% | 1,216 | -14.8% | 0.13% | -14.8% |
| Q4 2020 | $362,000 | +9.7% | 1,427 | -1.5% | 0.16% | 0.0% |
| Q3 2020 | $330,000 | +26.0% | 1,449 | +11.5% | 0.16% | +18.3% |
| Q2 2020 | $262,000 | -40.0% | 1,299 | -45.8% | 0.13% | -33.2% |
| Q4 2019 | $437,000 | – | 2,397 | – | 0.20% | – |
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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% |