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 | $320,505 | -19.4% | 1,177 | -16.2% | 0.05% | -9.3% |
| Q2 2023 | $397,577 | +9.8% | 1,405 | -3.2% | 0.05% | +3.8% |
| Q1 2023 | $362,010 | +20.9% | 1,451 | +3.3% | 0.05% | +23.8% |
| Q4 2022 | $299,495 | -3.1% | 1,405 | -2.6% | 0.04% | -17.6% |
| Q3 2022 | $309,000 | +85.0% | 1,442 | +93.0% | 0.05% | +59.4% |
| Q2 2022 | $167,000 | +15.2% | 747 | +47.9% | 0.03% | +28.0% |
| Q1 2022 | $145,000 | – | 505 | – | 0.02% | – |
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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% |