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 | $994,924 | -3.6% | 3,654 | +0.1% | 0.73% | 0.0% |
| Q2 2023 | $1,032,416 | +13.6% | 3,649 | +0.2% | 0.73% | +8.1% |
| Q1 2023 | $908,788 | +17.3% | 3,643 | +0.2% | 0.68% | +13.6% |
| Q4 2022 | $775,050 | -0.8% | 3,637 | -0.4% | 0.60% | -5.2% |
| Q3 2022 | $781,000 | -30.9% | 3,651 | -7.1% | 0.63% | -1.1% |
| Q1 2022 | $1,130,000 | -10.3% | 3,930 | +0.1% | 0.64% | -5.2% |
| Q4 2021 | $1,260,000 | +8.5% | 3,926 | -1.9% | 0.67% | -1.3% |
| Q3 2021 | $1,161,000 | -0.1% | 4,002 | -1.2% | 0.68% | +5.4% |
| Q2 2021 | $1,162,000 | +9.3% | 4,051 | -2.0% | 0.65% | -1.4% |
| Q1 2021 | $1,063,000 | -49.2% | 4,135 | -49.9% | 0.66% | -12.4% |
| Q4 2020 | $2,092,000 | – | 8,258 | – | 0.75% | – |
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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% |