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 | $1,676,067 | -3.9% | 6,155 | -0.2% | 1.03% | +0.3% |
| Q2 2023 | $1,744,732 | +18.3% | 6,166 | +4.3% | 1.02% | +10.0% |
| Q1 2023 | $1,474,941 | +14.3% | 5,913 | -2.3% | 0.93% | +6.9% |
| Q4 2022 | $1,289,955 | -0.6% | 6,053 | -0.2% | 0.87% | -6.2% |
| Q3 2022 | $1,298,000 | -3.9% | 6,067 | 0.0% | 0.93% | -0.7% |
| Q2 2022 | $1,351,000 | -22.6% | 6,067 | 0.0% | 0.94% | -9.6% |
| Q1 2022 | $1,745,000 | +39.8% | 6,067 | +56.0% | 1.04% | +34.6% |
| Q4 2021 | $1,248,000 | +10.3% | 3,889 | -0.2% | 0.77% | -6.3% |
| Q3 2021 | $1,131,000 | +5.5% | 3,896 | +4.2% | 0.82% | +4.5% |
| Q2 2021 | $1,072,000 | +11.9% | 3,738 | +0.3% | 0.79% | -1.9% |
| Q1 2021 | $958,000 | +1.8% | 3,727 | +0.3% | 0.80% | +1.3% |
| Q4 2020 | $941,000 | – | 3,715 | – | 0.79% | – |
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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% |