VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,199,253 | -4.8% | 4,404 | -1.1% | 0.48% | -9.3% |
Q2 2023 | $1,259,455 | +16.6% | 4,451 | +2.7% | 0.53% | +19.2% |
Q1 2023 | $1,080,574 | +23.0% | 4,332 | +5.1% | 0.44% | +26.2% |
Q4 2022 | $878,653 | -2.4% | 4,123 | -2.0% | 0.35% | -29.4% |
Q3 2022 | $900,516 | -7.0% | 4,209 | -3.2% | 0.50% | -7.8% |
Q2 2022 | $968,680 | -28.6% | 4,346 | -7.9% | 0.54% | -10.2% |
Q1 2022 | $1,357,472 | -11.8% | 4,720 | -1.6% | 0.60% | +2.9% |
Q4 2021 | $1,539,678 | – | 4,798 | – | 0.58% | – |
Download |
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% |