VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $822,215 | +7.1% | 3,019 | +11.3% | 0.12% | +5.5% |
| Q2 2023 | $767,621 | +14.4% | 2,713 | +0.8% | 0.11% | +3.8% |
| Q1 2023 | $671,139 | +19.5% | 2,691 | +2.1% | 0.10% | 0.0% |
| Q4 2022 | $561,797 | -43.9% | 2,636 | -43.7% | 0.10% | -44.4% |
| Q3 2022 | $1,002,000 | -35.8% | 4,684 | -15.9% | 0.19% | -38.2% |
| Q2 2022 | $1,561,000 | +134.0% | 5,572 | +132.9% | 0.31% | +194.2% |
| Q1 2022 | $667,000 | +373.0% | 2,392 | +165.8% | 0.10% | +136.4% |
| Q1 2020 | $141,000 | -22.5% | 900 | -10.0% | 0.04% | -26.7% |
| Q4 2019 | $182,000 | – | 1,000 | – | 0.06% | – |
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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% |