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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $10,575,205 | -5.8% | 34,017 | -17.4% | 9.82% | +3.0% |
| Q3 2023 | $11,220,534 | -2.2% | 41,205 | +1.6% | 9.54% | -3.4% |
| Q2 2023 | $11,475,160 | +25.4% | 40,554 | +10.5% | 9.87% | -1.9% |
| Q1 2023 | $9,153,450 | +91.9% | 36,696 | +63.9% | 10.06% | +42.4% |
| Q4 2022 | $4,770,254 | -55.3% | 22,384 | -55.1% | 7.07% | -38.0% |
| Q3 2022 | $10,662,000 | +10.7% | 49,835 | +15.3% | 11.40% | +16.7% |
| Q2 2022 | $9,633,000 | +22.3% | 43,217 | +57.8% | 9.77% | +16.7% |
| Q1 2022 | $7,875,000 | -34.8% | 27,381 | -27.3% | 8.37% | -20.6% |
| Q4 2021 | $12,080,000 | – | 37,644 | – | 10.54% | – |
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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% |