VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,552,323 | -4.5% | 24,062 | -0.8% | 0.22% | +1.9% |
| Q2 2023 | $6,860,931 | +9.5% | 24,247 | -3.5% | 0.22% | +9.6% |
| Q1 2023 | $6,266,432 | +18.0% | 25,122 | +0.8% | 0.20% | +9.4% |
| Q4 2022 | $5,312,406 | -7.6% | 24,928 | -7.2% | 0.18% | -10.9% |
| Q3 2022 | $5,748,000 | -4.3% | 26,865 | -0.3% | 0.20% | 0.0% |
| Q2 2022 | $6,007,000 | -23.2% | 26,950 | -0.9% | 0.20% | -15.1% |
| Q1 2022 | $7,824,000 | -12.4% | 27,206 | -2.2% | 0.24% | -7.4% |
| Q4 2021 | $8,928,000 | +40.4% | 27,821 | +26.9% | 0.26% | +36.0% |
| Q3 2021 | $6,361,000 | +4.8% | 21,922 | +3.6% | 0.19% | +5.0% |
| Q2 2021 | $6,069,000 | -82.0% | 21,162 | -83.9% | 0.18% | -82.3% |
| Q1 2021 | $33,712,000 | -59.4% | 131,156 | -60.0% | 1.02% | -60.9% |
| Q4 2020 | $83,028,000 | +1.7% | 327,733 | -8.6% | 2.61% | -11.6% |
| Q3 2020 | $81,643,000 | +7.7% | 358,695 | -4.4% | 2.95% | +2.7% |
| Q2 2020 | $75,796,000 | +16.7% | 375,061 | -9.5% | 2.87% | +15.4% |
| Q1 2020 | $64,925,000 | +18.9% | 414,352 | +38.2% | 2.49% | +36.4% |
| Q4 2019 | $54,606,000 | +18.1% | 299,755 | +7.8% | 1.82% | +3.1% |
| Q3 2019 | $46,243,000 | +45.4% | 278,103 | +42.9% | 1.77% | +53.1% |
| Q2 2019 | $31,799,000 | +26.6% | 194,620 | +23.3% | 1.16% | +26.2% |
| Q1 2019 | $25,127,000 | – | 157,785 | – | 0.92% | – |
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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% |