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 | $570,762 | -0.3% | 2,096 | +3.6% | 0.34% | +0.6% |
| Q2 2023 | $572,428 | +13.4% | 2,023 | 0.0% | 0.33% | +6.7% |
| Q1 2023 | $504,617 | +17.0% | 2,023 | 0.0% | 0.31% | +20.5% |
| Q4 2022 | $431,122 | +10.0% | 2,023 | +10.4% | 0.26% | -33.9% |
| Q3 2022 | $392,000 | +36.6% | 1,833 | +42.3% | 0.39% | +38.5% |
| Q2 2022 | $287,000 | +29.9% | 1,288 | +63.7% | 0.28% | +24.1% |
| Q1 2022 | $221,000 | -12.6% | 787 | 0.0% | 0.23% | +19.4% |
| Q4 2021 | $253,000 | +11.0% | 787 | 0.0% | 0.19% | +12.4% |
| Q3 2021 | $228,000 | -0.9% | 787 | 0.0% | 0.17% | +2.4% |
| Q2 2021 | $230,000 | +34.5% | 787 | +20.3% | 0.17% | +24.8% |
| Q1 2021 | $171,000 | +11.8% | 654 | +8.6% | 0.13% | +14.7% |
| Q4 2020 | $153,000 | – | 602 | – | 0.12% | – |
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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% |