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 | $27,231 | -50.6% | 100 | -48.7% | 0.00% | -50.0% |
| Q2 2023 | $55,178 | +67.6% | 195 | +47.7% | 0.01% | +50.0% |
| Q1 2023 | $32,927 | -27.8% | 132 | -38.3% | 0.00% | -33.3% |
| Q4 2022 | $45,606 | -74.1% | 214 | -74.0% | 0.01% | -73.9% |
| Q3 2022 | $176,000 | -8.3% | 823 | -4.6% | 0.02% | -4.2% |
| Q2 2022 | $192,000 | -19.3% | 863 | +4.2% | 0.02% | -14.3% |
| Q1 2022 | $238,000 | +260.6% | 828 | +300.0% | 0.03% | +250.0% |
| Q4 2021 | $66,000 | +127.6% | 207 | +107.0% | 0.01% | +100.0% |
| Q3 2021 | $29,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $29,000 | +11.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $26,000 | +4.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $25,000 | -93.9% | 100 | -94.4% | 0.00% | -94.3% |
| Q3 2020 | $407,000 | +1935.0% | 1,788 | +1688.0% | 0.07% | +1650.0% |
| Q2 2020 | $20,000 | +233.3% | 100 | +143.9% | 0.00% | +300.0% |
| Q1 2019 | $6,000 | -72.7% | 41 | -76.3% | 0.00% | -75.0% |
| Q2 2017 | $22,000 | +4.8% | 173 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $21,000 | +10.5% | 173 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $19,000 | -66.7% | 173 | -65.7% | 0.00% | -66.7% |
| Q3 2016 | $57,000 | +62.9% | 504 | +52.3% | 0.01% | +50.0% |
| Q2 2016 | $35,000 | – | 331 | – | 0.01% | – |
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% |