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 | $2,017,197 | -3.3% | 7,408 | +0.4% | 0.82% | +6.2% |
| Q2 2023 | $2,086,756 | -38.4% | 7,375 | -45.7% | 0.77% | -40.8% |
| Q1 2023 | $3,386,646 | +17.0% | 13,577 | 0.0% | 1.30% | +7.4% |
| Q4 2022 | $2,893,394 | -0.4% | 13,577 | 0.0% | 1.22% | -5.8% |
| Q3 2022 | $2,905,000 | -4.0% | 13,577 | 0.0% | 1.29% | -16.0% |
| Q2 2022 | $3,026,000 | -14.7% | 13,577 | +10.0% | 1.54% | -10.1% |
| Q1 2022 | $3,549,000 | -3.4% | 12,341 | +7.8% | 1.71% | +1.1% |
| Q4 2021 | $3,674,000 | +21.4% | 11,448 | -15.7% | 1.69% | +10.0% |
| Q2 2021 | $3,026,000 | – | 13,577 | – | 1.54% | – |
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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% |