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 | $432,894 | +15.3% | 1,590 | +19.8% | 0.07% | +20.3% |
| Q2 2023 | $375,412 | +13.6% | 1,327 | +0.2% | 0.06% | +1.7% |
| Q1 2023 | $330,503 | +17.2% | 1,325 | +0.2% | 0.06% | +1.8% |
| Q4 2022 | $281,920 | -0.4% | 1,323 | +0.2% | 0.06% | -6.6% |
| Q3 2022 | $283,000 | -3.7% | 1,320 | +0.2% | 0.06% | -1.6% |
| Q2 2022 | $294,000 | -22.4% | 1,318 | +0.1% | 0.06% | -10.1% |
| Q1 2022 | $379,000 | -10.2% | 1,317 | +0.2% | 0.07% | -8.0% |
| Q4 2021 | $422,000 | +10.8% | 1,315 | +0.1% | 0.08% | 0.0% |
| Q3 2021 | $381,000 | +1.3% | 1,314 | +0.2% | 0.08% | 0.0% |
| Q2 2021 | $376,000 | +11.6% | 1,312 | +0.1% | 0.08% | -2.6% |
| Q1 2021 | $337,000 | -3.7% | 1,311 | +0.2% | 0.08% | -3.8% |
| Q4 2020 | $350,000 | +11.1% | 1,309 | +0.2% | 0.08% | -8.0% |
| Q3 2020 | $315,000 | +10.5% | 1,307 | +0.2% | 0.09% | -2.2% |
| Q2 2020 | $285,000 | +26.7% | 1,305 | +0.2% | 0.09% | +2.3% |
| Q1 2020 | $225,000 | -9.6% | 1,302 | +0.2% | 0.09% | +4.8% |
| Q4 2019 | $249,000 | +11.7% | 1,300 | +0.3% | 0.08% | -1.2% |
| Q3 2019 | $223,000 | +8.3% | 1,296 | +4.6% | 0.08% | 0.0% |
| Q2 2019 | $206,000 | – | 1,239 | – | 0.08% | – |
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% |