VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,081,813 | -3.7% | 3,973 | +0.1% | 0.61% | -2.1% |
| Q2 2023 | $1,123,483 | +21.4% | 3,970 | +7.0% | 0.62% | +12.7% |
| Q1 2023 | $925,681 | +17.1% | 3,711 | +0.1% | 0.55% | +8.4% |
| Q4 2022 | $790,217 | -2.6% | 3,708 | -2.1% | 0.51% | -13.6% |
| Q3 2022 | $811,000 | -4.1% | 3,789 | -0.1% | 0.59% | -5.3% |
| Q2 2022 | $846,000 | -26.0% | 3,794 | -4.6% | 0.62% | -14.0% |
| Q1 2022 | $1,144,000 | -13.9% | 3,977 | -3.9% | 0.72% | -8.6% |
| Q4 2021 | $1,328,000 | +6.9% | 4,139 | -3.3% | 0.79% | -1.2% |
| Q3 2021 | $1,242,000 | -13.6% | 4,281 | -14.6% | 0.80% | -15.4% |
| Q2 2021 | $1,438,000 | +2.1% | 5,014 | -3.1% | 0.95% | -1.5% |
| Q1 2021 | $1,408,000 | +6.1% | 5,177 | -0.9% | 0.96% | -3.0% |
| Q4 2020 | $1,327,000 | – | 5,226 | – | 0.99% | – |
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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% |