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 | $11,086,104 | +15.8% | 40,711 | +20.3% | 1.68% | +21.1% |
| Q2 2023 | $9,572,839 | +8.3% | 33,831 | -4.5% | 1.38% | +0.8% |
| Q1 2023 | $8,839,198 | +16.3% | 35,436 | -0.6% | 1.37% | +10.0% |
| Q4 2022 | $7,599,798 | -5.6% | 35,661 | -5.2% | 1.25% | -12.7% |
| Q3 2022 | $8,049,000 | -12.7% | 37,621 | -9.0% | 1.43% | -9.6% |
| Q2 2022 | $9,219,000 | -23.2% | 41,362 | -0.9% | 1.58% | -14.0% |
| Q1 2022 | $12,008,000 | -9.4% | 41,754 | +1.1% | 1.84% | -8.0% |
| Q4 2021 | $13,254,000 | +11.0% | 41,304 | +0.4% | 2.00% | +2.8% |
| Q3 2021 | $11,936,000 | -0.3% | 41,135 | -1.4% | 1.94% | +0.9% |
| Q2 2021 | $11,969,000 | +19.0% | 41,730 | +6.6% | 1.92% | +12.4% |
| Q1 2021 | $10,060,000 | +19.7% | 39,138 | +18.0% | 1.71% | +11.5% |
| Q4 2020 | $8,403,000 | – | 33,168 | – | 1.54% | – |
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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% |