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 | $303,898 | -3.8% | 1,116 | 0.0% | 0.16% | +7.6% |
| Q2 2023 | $315,783 | +13.4% | 1,116 | 0.0% | 0.14% | +2.9% |
| Q1 2023 | $278,375 | +17.0% | 1,116 | 0.0% | 0.14% | +6.1% |
| Q4 2022 | $237,831 | -0.5% | 1,116 | 0.0% | 0.13% | 0.0% |
| Q3 2022 | $239,000 | -4.0% | 1,116 | 0.0% | 0.13% | -25.4% |
| Q2 2022 | $249,000 | -22.4% | 1,116 | 0.0% | 0.18% | +6.0% |
| Q1 2022 | $321,000 | -10.3% | 1,116 | 0.0% | 0.17% | -5.6% |
| Q4 2021 | $358,000 | +10.5% | 1,116 | 0.0% | 0.18% | +0.6% |
| Q3 2021 | $324,000 | -1.8% | 1,116 | 0.0% | 0.18% | +3.5% |
| Q2 2021 | $330,000 | +6.5% | 1,116 | -7.5% | 0.17% | -4.5% |
| Q1 2021 | $310,000 | +2.6% | 1,206 | +1.3% | 0.18% | +0.6% |
| Q4 2020 | $302,000 | – | 1,191 | – | 0.18% | – |
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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% |