VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,266,692 | -5.6% | 4,652 | -1.9% | 1.13% | -2.8% |
| Q2 2023 | $1,341,855 | +13.0% | 4,742 | -0.4% | 1.16% | +6.6% |
| Q1 2023 | $1,188,006 | +17.2% | 4,763 | +0.1% | 1.09% | +9.7% |
| Q4 2022 | $1,013,932 | -4.1% | 4,758 | +0.3% | 0.99% | -8.7% |
| Q2 2022 | $1,057,000 | -19.1% | 4,743 | +4.3% | 1.09% | -4.7% |
| Q1 2022 | $1,307,000 | -0.1% | 4,546 | +0.2% | 1.14% | -2.6% |
| Q4 2021 | $1,308,000 | – | 4,536 | – | 1.17% | – |
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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% |