VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,029,005 | -4.8% | 25,813 | -1.1% | 9.61% | -3.6% |
| Q2 2023 | $7,382,339 | +116377.4% | 26,090 | +2.7% | 9.97% | +6.5% |
| Q1 2023 | $6,338 | +11.3% | 25,408 | -4.9% | 9.36% | +43.1% |
| Q4 2022 | $5,692 | -99.9% | 26,711 | +3.4% | 6.54% | +12.5% |
| Q3 2022 | $5,528,000 | -27.1% | 25,838 | -2.0% | 5.82% | +4.6% |
| Q1 2022 | $7,582,000 | -12.0% | 26,364 | -1.8% | 5.56% | -4.0% |
| Q4 2021 | $8,612,000 | +28.6% | 26,835 | +16.2% | 5.79% | +12.3% |
| Q3 2021 | $6,699,000 | +5.7% | 23,086 | +4.5% | 5.16% | +3.8% |
| Q2 2021 | $6,336,000 | +12.4% | 22,091 | +0.7% | 4.97% | +4.1% |
| Q1 2021 | $5,639,000 | +0.0% | 21,937 | -13.3% | 4.77% | -45.3% |
| Q2 2020 | $5,637,000 | – | 25,291 | – | 8.73% | – |
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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% |