VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $583,885 | -3.2% | 2,144 | +0.6% | 0.21% | -3.3% |
| Q2 2023 | $602,990 | +13.3% | 2,131 | -0.1% | 0.21% | +2.4% |
| Q1 2023 | $532,056 | +23.2% | 2,133 | +5.2% | 0.21% | +10.6% |
| Q4 2022 | $431,974 | +11.0% | 2,027 | +11.4% | 0.19% | -4.1% |
| Q3 2022 | $389,000 | +1.8% | 1,819 | +6.2% | 0.20% | +2.1% |
| Q2 2022 | $382,000 | -22.4% | 1,712 | 0.0% | 0.19% | -11.1% |
| Q1 2022 | $492,000 | -10.4% | 1,712 | 0.0% | 0.22% | -6.9% |
| Q4 2021 | $549,000 | +10.5% | 1,712 | 0.0% | 0.23% | +2.2% |
| Q3 2021 | $497,000 | +1.2% | 1,712 | 0.0% | 0.23% | -2.6% |
| Q2 2021 | $491,000 | – | 1,712 | – | 0.23% | – |
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% |