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 | $319,420 | -3.8% | 1,173 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $331,912 | +13.4% | 1,173 | 0.0% | 0.03% | +10.3% |
| Q1 2023 | $292,593 | +17.0% | 1,173 | 0.0% | 0.03% | +16.0% |
| Q4 2022 | $249,978 | -11.7% | 1,173 | -11.3% | 0.02% | -16.7% |
| Q3 2022 | $283,000 | -5.7% | 1,323 | -1.7% | 0.03% | 0.0% |
| Q2 2022 | $300,000 | -26.1% | 1,346 | -4.6% | 0.03% | -18.9% |
| Q1 2022 | $406,000 | -10.6% | 1,411 | -0.4% | 0.04% | -5.1% |
| Q4 2021 | $454,000 | +10.5% | 1,416 | 0.0% | 0.04% | -2.5% |
| Q3 2021 | $411,000 | -14.0% | 1,416 | -15.0% | 0.04% | -11.1% |
| Q2 2021 | $478,000 | +9.6% | 1,666 | -1.8% | 0.04% | +2.3% |
| Q1 2021 | $436,000 | -4.2% | 1,696 | -5.5% | 0.04% | -8.3% |
| Q4 2020 | $455,000 | – | 1,795 | – | 0.05% | – |
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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% |