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 | $7,634,816 | -5.8% | 28,037 | -2.1% | 1.09% | -3.8% |
| Q2 2023 | $8,101,301 | +9.6% | 28,631 | -3.4% | 1.13% | +5.0% |
| Q1 2023 | $7,390,846 | +16.4% | 29,630 | -0.5% | 1.08% | +8.1% |
| Q4 2022 | $6,347,884 | +3.9% | 29,786 | +4.3% | 0.99% | -10.2% |
| Q3 2022 | $6,109,000 | +2.1% | 28,553 | +6.4% | 1.11% | +5.8% |
| Q2 2022 | $5,981,000 | -30.8% | 26,833 | -20.2% | 1.05% | -36.1% |
| Q1 2022 | $8,645,000 | +6.4% | 33,635 | +32.9% | 1.64% | +33.4% |
| Q4 2021 | $8,124,000 | +6.8% | 25,316 | -3.5% | 1.23% | -1.0% |
| Q3 2021 | $7,609,000 | -4.3% | 26,221 | -5.4% | 1.24% | -6.8% |
| Q2 2021 | $7,947,000 | -8.6% | 27,712 | -16.7% | 1.33% | -18.4% |
| Q1 2021 | $8,698,000 | -12.9% | 33,266 | -15.7% | 1.63% | -22.4% |
| Q4 2020 | $9,991,000 | -8.5% | 39,451 | -17.8% | 2.10% | -31.9% |
| Q3 2020 | $10,915,000 | +3.7% | 47,973 | -7.9% | 3.08% | -5.8% |
| Q2 2020 | $10,521,000 | +5.9% | 52,062 | -4.7% | 3.27% | +1.6% |
| Q4 2019 | $9,937,000 | – | 54,607 | – | 3.22% | – |
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% |