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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $21,806,087 | +58.9% | 70,143 | +39.2% | 9.59% | +39.4% |
| Q3 2023 | $13,725,538 | +19.9% | 50,404 | +24.5% | 6.88% | +16.4% |
| Q2 2023 | $11,451,108 | +33.4% | 40,469 | +17.6% | 5.91% | +17.5% |
| Q1 2023 | $8,585,297 | +39.3% | 34,423 | +19.0% | 5.03% | +26.4% |
| Q4 2022 | $6,162,928 | +15.1% | 28,919 | +15.5% | 3.98% | +6.0% |
| Q3 2022 | $5,355,000 | +9.9% | 25,030 | +17.6% | 3.75% | +21.6% |
| Q2 2022 | $4,872,000 | -61.4% | 21,279 | -51.5% | 3.09% | -56.7% |
| Q1 2022 | $12,621,000 | +148.6% | 43,883 | +147.9% | 7.12% | +126.0% |
| Q2 2021 | $5,076,000 | +3052.8% | 17,699 | +2727.3% | 3.15% | +2525.0% |
| Q1 2021 | $161,000 | -1.8% | 626 | -3.5% | 0.12% | -13.0% |
| Q4 2020 | $164,000 | – | 649 | – | 0.14% | – |
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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% |