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 | $78,068 | -3.8% | 286,687 | 0.0% | 6.80% | +11.0% |
| Q2 2023 | $81,121 | +13.4% | 286,687 | 0.0% | 6.13% | -0.8% |
| Q1 2023 | $71,511 | +17.0% | 286,687 | 0.0% | 6.18% | +6.2% |
| Q4 2022 | $61,096 | -99.9% | 286,687 | 0.0% | 5.82% | -13.2% |
| Q3 2022 | $61,337,000 | -4.0% | 286,687 | 0.0% | 6.70% | +14.8% |
| Q2 2022 | $63,900,000 | -21.2% | 286,687 | +1.7% | 5.84% | +5.2% |
| Q1 2022 | $81,071,000 | -10.4% | 281,887 | 0.0% | 5.55% | -7.3% |
| Q4 2021 | $90,458,000 | +10.6% | 281,887 | 0.0% | 5.99% | -0.9% |
| Q3 2021 | $81,795,000 | +1.2% | 281,887 | 0.0% | 6.04% | +13.1% |
| Q2 2021 | $80,848,000 | – | 281,887 | – | 5.34% | – |
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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% |