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 | $76,761 | -3.8% | 281,887 | 0.0% | 16.26% | +21.7% |
| Q2 2023 | $79,763 | +13.4% | 281,887 | 0.0% | 13.37% | -11.4% |
| Q1 2023 | $70,314 | +17.0% | 281,887 | 0.0% | 15.09% | +7.8% |
| Q4 2022 | $60,073 | -99.9% | 281,887 | 0.0% | 13.99% | -21.7% |
| Q3 2022 | $60,310,000 | -4.0% | 281,887 | 0.0% | 17.86% | +27.1% |
| Q2 2022 | $62,830,000 | -22.5% | 281,887 | 0.0% | 14.05% | +16.7% |
| Q1 2022 | $81,071,000 | -10.4% | 281,887 | 0.0% | 12.04% | -17.3% |
| Q4 2021 | $90,458,000 | +10.6% | 281,887 | 0.0% | 14.55% | +3.1% |
| Q3 2021 | $81,795,000 | +1.2% | 281,887 | 0.0% | 14.11% | +23.5% |
| Q2 2021 | $80,848,000 | – | 281,887 | – | 11.43% | – |
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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% |