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 | $20,430,215 | +0.2% | 75,026 | +4.2% | 0.42% | +1.2% |
| Q2 2023 | $20,382,323 | +19.9% | 72,033 | +5.7% | 0.41% | +4.3% |
| Q1 2023 | $16,995,642 | +17.7% | 68,135 | +0.5% | 0.39% | -2.5% |
| Q4 2022 | $14,444,089 | -10.4% | 67,778 | -10.0% | 0.40% | -8.6% |
| Q3 2022 | $16,121,000 | -5.1% | 75,350 | -1.1% | 0.44% | -14.2% |
| Q2 2022 | $16,987,000 | -15.9% | 76,213 | +8.6% | 0.52% | +7.1% |
| Q1 2022 | $20,187,000 | -3.7% | 70,191 | +7.5% | 0.48% | -0.8% |
| Q4 2021 | $20,961,000 | +9.1% | 65,319 | -1.3% | 0.48% | -4.9% |
| Q3 2021 | $19,209,000 | +1.2% | 66,199 | +0.1% | 0.51% | -8.6% |
| Q2 2021 | $18,974,000 | +18.3% | 66,157 | +6.0% | 0.56% | -15.8% |
| Q1 2021 | $16,044,000 | +3.8% | 62,417 | +2.3% | 0.66% | -3.5% |
| Q4 2020 | $15,450,000 | +21.8% | 60,985 | +9.4% | 0.69% | +0.7% |
| Q3 2020 | $12,683,000 | +17.3% | 55,724 | +4.2% | 0.68% | -2.8% |
| Q2 2020 | $10,809,000 | +19.3% | 53,486 | -7.5% | 0.70% | -3.4% |
| Q1 2020 | $9,062,000 | +2424.2% | 57,833 | +2832.7% | 0.73% | +2245.2% |
| Q4 2019 | $359,000 | – | 1,972 | – | 0.03% | – |
Download | ||||||
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% |