VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $585,739 | -9.0% | 2,151 | -5.5% | 0.03% | -5.7% |
| Q2 2023 | $644,017 | +13.4% | 2,276 | 0.0% | 0.04% | +6.1% |
| Q1 2023 | $567,726 | -21.4% | 2,276 | -32.9% | 0.03% | -26.7% |
| Q4 2022 | $722,656 | -0.7% | 3,391 | -0.4% | 0.04% | -6.2% |
| Q3 2022 | $728,000 | -28.6% | 3,403 | -25.6% | 0.05% | -22.6% |
| Q2 2022 | $1,019,000 | -23.7% | 4,574 | -1.5% | 0.06% | -11.4% |
| Q1 2022 | $1,335,000 | -10.2% | 4,643 | +0.3% | 0.07% | -6.7% |
| Q4 2021 | $1,486,000 | +11.5% | 4,630 | +0.8% | 0.08% | 0.0% |
| Q3 2021 | $1,333,000 | -1.2% | 4,595 | -2.3% | 0.08% | -3.8% |
| Q2 2021 | $1,349,000 | -5.8% | 4,702 | -15.6% | 0.08% | -17.9% |
| Q1 2021 | $1,432,000 | +9.0% | 5,571 | +7.4% | 0.10% | +1.1% |
| Q4 2020 | $1,314,000 | +76.9% | 5,185 | +58.9% | 0.09% | +62.1% |
| Q3 2020 | $743,000 | +97.1% | 3,263 | +74.8% | 0.06% | +81.2% |
| Q2 2020 | $377,000 | +41.2% | 1,867 | +9.4% | 0.03% | +18.5% |
| Q1 2020 | $267,000 | – | 1,707 | – | 0.03% | – |
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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% |