VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130,436 | -5.9% | 479 | -2.2% | 0.04% | -12.5% |
| Q2 2023 | $138,650 | -13.1% | 490 | -23.4% | 0.04% | -16.7% |
| Q1 2023 | $159,642 | +55.0% | 640 | +32.8% | 0.05% | +45.5% |
| Q4 2022 | $103,003 | -4.8% | 482 | -0.8% | 0.03% | -5.7% |
| Q3 2022 | $108,252 | +30.2% | 486 | +30.3% | 0.04% | +29.6% |
| Q2 2022 | $83,138 | +172.7% | 373 | +248.6% | 0.03% | +170.0% |
| Q1 2022 | $30,486 | +170.1% | 107 | +205.7% | 0.01% | +150.0% |
| Q4 2021 | $11,287 | +2.7% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,995 | +9.5% | 35 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $10,038 | +11.6% | 35 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $8,996 | +1.5% | 35 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $8,867 | – | 35 | – | 0.01% | – |
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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% |