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 | $999,105 | -8.4% | 3,669 | -4.8% | 0.02% | -7.7% |
| Q2 2023 | $1,091,094 | +18.8% | 3,856 | +4.7% | 0.03% | +13.0% |
| Q1 2023 | $918,688 | +139943.9% | 3,683 | +19.7% | 0.02% | +35.3% |
| Q4 2022 | $656 | -99.8% | 3,077 | +97.5% | 0.02% | +30.8% |
| Q3 2022 | $333,000 | -8.5% | 1,558 | -4.5% | 0.01% | 0.0% |
| Q2 2022 | $364,000 | -15.0% | 1,631 | +9.5% | 0.01% | 0.0% |
| Q1 2022 | $428,000 | -8.9% | 1,489 | +1.6% | 0.01% | -7.1% |
| Q4 2021 | $470,000 | -41.0% | 1,465 | -46.7% | 0.01% | -46.2% |
| Q3 2021 | $797,000 | +40.3% | 2,747 | +38.8% | 0.03% | +44.4% |
| Q2 2021 | $568,000 | +30.0% | 1,979 | +16.4% | 0.02% | +20.0% |
| Q1 2021 | $437,000 | -58.5% | 1,700 | -59.1% | 0.02% | -42.3% |
| Q4 2020 | $1,052,000 | +6.7% | 4,153 | -4.2% | 0.03% | -3.7% |
| Q3 2020 | $986,000 | +289.7% | 4,333 | +246.6% | 0.03% | +237.5% |
| Q2 2020 | $253,000 | -8.3% | 1,250 | -17.5% | 0.01% | 0.0% |
| Q4 2019 | $276,000 | – | 1,516 | – | 0.01% | – |
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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% |