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 | $240,494 | -3.7% | 883 | +0.1% | 0.19% | +1.1% |
| Q2 2023 | $249,675 | -6.8% | 882 | -17.9% | 0.19% | -3.6% |
| Q1 2023 | $267,777 | +14.0% | 1,074 | -2.6% | 0.20% | +7.7% |
| Q4 2022 | $234,954 | -4.9% | 1,103 | -4.7% | 0.18% | -18.8% |
| Q3 2022 | $247,000 | -11.2% | 1,157 | -7.2% | 0.22% | -7.8% |
| Q2 2022 | $278,000 | -22.3% | 1,247 | +0.1% | 0.24% | -12.0% |
| Q1 2022 | $358,000 | +23.4% | 1,246 | +38.4% | 0.28% | +23.8% |
| Q4 2021 | $290,000 | – | 900 | – | 0.22% | – |
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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% |