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 | $372,257 | -2.0% | 1,367 | +1.9% | 0.17% | -9.1% |
| Q2 2023 | $379,832 | +13.5% | 1,342 | 0.0% | 0.19% | +8.1% |
| Q1 2023 | $334,656 | +17.1% | 1,342 | +0.1% | 0.17% | +14.6% |
| Q4 2022 | $285,730 | -45.5% | 1,341 | -45.2% | 0.15% | -47.6% |
| Q3 2022 | $524,000 | -19.3% | 2,447 | -16.0% | 0.29% | -11.1% |
| Q2 2022 | $649,000 | -22.5% | 2,913 | +0.1% | 0.32% | -6.1% |
| Q1 2022 | $837,000 | -21.2% | 2,911 | -12.0% | 0.34% | -26.6% |
| Q4 2021 | $1,062,000 | +10.5% | 3,309 | -0.1% | 0.47% | -8.9% |
| Q3 2021 | $961,000 | -6.5% | 3,313 | -7.6% | 0.52% | -7.2% |
| Q2 2021 | $1,028,000 | +13.7% | 3,585 | +2.0% | 0.56% | -10.2% |
| Q1 2021 | $904,000 | -4.6% | 3,516 | -6.0% | 0.62% | -25.0% |
| Q4 2020 | $948,000 | – | 3,741 | – | 0.82% | – |
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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% |