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 | $936,209 | +4.2% | 3,438 | +8.3% | 0.03% | +6.2% |
| Q2 2023 | $898,398 | +28.1% | 3,175 | +12.9% | 0.03% | +23.1% |
| Q1 2023 | $701,425 | +33.5% | 2,812 | +14.0% | 0.03% | +13.0% |
| Q4 2022 | $525,529 | +2.4% | 2,466 | +2.9% | 0.02% | -4.2% |
| Q3 2022 | $513,000 | 0.0% | 2,396 | +4.2% | 0.02% | +9.1% |
| Q2 2022 | $513,000 | -23.9% | 2,300 | -1.9% | 0.02% | 0.0% |
| Q1 2022 | $674,000 | +18.0% | 2,345 | +31.7% | 0.02% | -8.3% |
| Q4 2021 | $571,000 | – | 1,780 | – | 0.02% | – |
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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% |