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 | $278,370 | -2.0% | 1,022 | +1.9% | 0.10% | -2.0% |
| Q2 2023 | $283,923 | +14.7% | 1,003 | +1.0% | 0.10% | +10.9% |
| Q1 2023 | $247,635 | +17.1% | 993 | +0.1% | 0.09% | +7.0% |
| Q4 2022 | $211,415 | -44.4% | 992 | -44.1% | 0.09% | -48.2% |
| Q3 2022 | $380,000 | +5.3% | 1,776 | +9.7% | 0.17% | +7.1% |
| Q2 2022 | $361,000 | -21.7% | 1,619 | +1.1% | 0.16% | -45.4% |
| Q1 2022 | $461,000 | +21.3% | 1,602 | +35.3% | 0.28% | +76.4% |
| Q4 2021 | $380,000 | +13.8% | 1,184 | +2.8% | 0.16% | +1.3% |
| Q3 2021 | $334,000 | +2.5% | 1,152 | +1.3% | 0.16% | -10.7% |
| Q2 2021 | $326,000 | +11.6% | 1,137 | +0.1% | 0.18% | -25.2% |
| Q1 2021 | $292,000 | – | 1,136 | – | 0.24% | – |
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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% |