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 | $1,853,465 | -3.1% | 6,806 | +0.7% | 1.10% | -2.6% |
| Q2 2023 | $1,912,937 | +13.4% | 6,760 | 0.0% | 1.13% | +5.1% |
| Q1 2023 | $1,686,327 | +15.5% | 6,760 | -1.3% | 1.08% | +7.6% |
| Q4 2022 | $1,459,900 | +31.6% | 6,850 | +32.1% | 1.00% | +18.7% |
| Q3 2022 | $1,109,000 | -4.1% | 5,184 | 0.0% | 0.84% | +0.7% |
| Q2 2022 | $1,156,000 | -22.5% | 5,184 | 0.0% | 0.84% | -10.4% |
| Q1 2022 | $1,491,000 | -10.4% | 5,184 | 0.0% | 0.94% | -11.7% |
| Q4 2021 | $1,664,000 | +9.6% | 5,184 | -0.9% | 1.06% | -1.0% |
| Q3 2021 | $1,518,000 | +1.0% | 5,231 | -0.2% | 1.07% | -1.2% |
| Q2 2021 | $1,503,000 | +11.3% | 5,240 | -0.2% | 1.08% | -10.8% |
| Q1 2021 | $1,350,000 | +13.8% | 5,251 | +12.1% | 1.22% | +3.7% |
| Q4 2020 | $1,186,000 | – | 4,683 | – | 1.17% | – |
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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% |