VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $751 | -9.5% | 2,757 | -6.0% | 0.27% | -13.3% |
| Q2 2023 | $830 | +15.3% | 2,934 | +1.6% | 0.31% | +15.7% |
| Q1 2023 | $720 | +24.6% | 2,888 | +6.5% | 0.27% | +16.1% |
| Q4 2022 | $578 | -99.8% | 2,711 | +82.6% | 0.23% | +54.4% |
| Q3 2022 | $318,000 | -3.9% | 1,485 | 0.0% | 0.15% | +4.9% |
| Q2 2022 | $331,000 | -9.3% | 1,485 | +17.0% | 0.14% | +7.6% |
| Q1 2022 | $365,000 | +2.5% | 1,269 | +14.4% | 0.13% | +6.5% |
| Q4 2021 | $356,000 | +41.3% | 1,109 | +27.6% | 0.12% | +26.5% |
| Q3 2021 | $252,000 | +1.2% | 869 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $249,000 | +27.7% | 869 | +14.6% | 0.10% | +1.0% |
| Q1 2021 | $195,000 | +596.4% | 758 | +582.9% | 0.10% | +560.0% |
| Q4 2020 | $28,000 | +12.0% | 111 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $25,000 | +13.6% | 111 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $22,000 | +29.4% | 111 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $17,000 | -15.0% | 111 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $20,000 | -35.5% | 111 | -40.3% | 0.02% | -37.5% |
| Q3 2019 | $31,000 | -62.7% | 186 | -63.2% | 0.02% | -64.2% |
| Q2 2019 | $83,000 | +5.1% | 505 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $79,000 | – | 505 | – | 0.07% | – |
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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% |