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 | $25,702,513 | -52.2% | 94,387 | -50.4% | 2.49% | +3.1% |
| Q2 2023 | $53,793,776 | +116.3% | 190,110 | +90.7% | 2.42% | +5.0% |
| Q1 2023 | $24,866,520 | -40.5% | 99,689 | -49.2% | 2.30% | +20.6% |
| Q4 2022 | $41,799,902 | +115.1% | 196,142 | +116.0% | 1.91% | -0.3% |
| Q3 2022 | $19,429,000 | +2.4% | 90,811 | +6.7% | 1.91% | +3.7% |
| Q2 2022 | $18,977,000 | -13.1% | 85,141 | +12.2% | 1.85% | -9.0% |
| Q1 2022 | $21,832,000 | -6.1% | 75,913 | +4.8% | 2.03% | -3.2% |
| Q4 2021 | $23,242,000 | – | 72,426 | – | 2.10% | – |
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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% |