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 | $563,682 | -7.4% | 2,070 | -3.8% | 0.35% | -8.1% |
| Q2 2023 | $608,647 | +13.4% | 2,151 | 0.0% | 0.38% | +2.1% |
| Q1 2023 | $536,545 | +19.4% | 2,151 | +7.6% | 0.38% | 0.0% |
| Q4 2022 | $449,236 | +6.2% | 2,000 | 0.0% | 0.38% | +0.8% |
| Q3 2022 | $423,000 | +42.4% | 2,000 | +100.0% | 0.37% | +43.1% |
| Q2 2022 | $297,000 | -22.5% | 1,000 | 0.0% | 0.26% | -4.8% |
| Q1 2022 | $383,000 | -14.5% | 1,000 | 0.0% | 0.27% | -11.4% |
| Q4 2021 | $448,000 | +10.6% | 1,000 | -28.4% | 0.31% | +2.7% |
| Q3 2021 | $405,000 | +1.2% | 1,396 | 0.0% | 0.30% | +7.5% |
| Q2 2021 | $400,000 | +7.2% | 1,396 | 0.0% | 0.28% | +0.4% |
| Q1 2021 | $373,000 | -9.2% | 1,396 | -11.4% | 0.28% | -13.7% |
| Q4 2020 | $411,000 | – | 1,575 | – | 0.32% | – |
Download | ||||||
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% |