VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,924,255 | -4.8% | 51,134 | -1.0% | 9.31% | +0.6% |
| Q2 2023 | $14,620,924 | +11.3% | 51,671 | -1.9% | 9.26% | -0.5% |
| Q1 2023 | $13,133,951 | +16.1% | 52,654 | -20.5% | 9.31% | +11.7% |
| Q4 2022 | $11,310,681 | -0.1% | 66,238 | +25.1% | 8.33% | -8.6% |
| Q3 2022 | $11,325,000 | -4.4% | 52,933 | -0.4% | 9.12% | -0.6% |
| Q2 2022 | $11,849,000 | -7.2% | 53,163 | +19.7% | 9.17% | +9.3% |
| Q1 2022 | $12,768,000 | -8.4% | 44,396 | +2.2% | 8.39% | -6.6% |
| Q4 2021 | $13,937,000 | +12.7% | 43,432 | +1.9% | 8.98% | +5.4% |
| Q3 2021 | $12,367,000 | +1.3% | 42,619 | +0.1% | 8.52% | -0.7% |
| Q2 2021 | $12,213,000 | +16.0% | 42,583 | +4.0% | 8.58% | +3.5% |
| Q1 2021 | $10,526,000 | -3.1% | 40,949 | -4.5% | 8.29% | -20.0% |
| Q4 2020 | $10,865,000 | – | 42,887 | – | 10.37% | – |
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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% |