VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $525,203 | -8.8% | 1,929 | -5.2% | 0.02% | -7.7% |
Q2 2023 | $575,738 | +76.6% | 2,035 | +55.7% | 0.03% | +62.5% |
Q1 2023 | $325,942 | +117145.3% | 1,307 | 0.0% | 0.02% | +33.3% |
Q4 2022 | $278 | -99.9% | 1,307 | -5.6% | 0.01% | -14.3% |
Q3 2022 | $296,000 | +2.1% | 1,384 | +6.3% | 0.01% | +7.7% |
Q2 2022 | $290,000 | -30.1% | 1,302 | -9.7% | 0.01% | -13.3% |
Q1 2022 | $415,000 | +56.0% | 1,442 | +73.7% | 0.02% | +66.7% |
Q4 2021 | $266,000 | -36.1% | 830 | -42.0% | 0.01% | +12.5% |
Q3 2021 | $416,000 | +102.9% | 1,432 | +100.0% | 0.01% | 0.0% |
Q2 2021 | $205,000 | – | 716 | – | 0.01% | – |
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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% |