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 | $1,387,004 | -5.4% | 5,099 | -1.6% | 0.31% | -1.6% |
| Q2 2023 | $1,466,720 | +8.3% | 5,183 | -4.6% | 0.32% | -5.1% |
| Q1 2023 | $1,354,819 | +6.1% | 5,431 | -9.3% | 0.33% | -4.3% |
| Q4 2022 | $1,276,825 | -1.8% | 5,991 | -1.4% | 0.35% | -4.1% |
| Q3 2022 | $1,300,000 | -11.4% | 6,074 | -7.8% | 0.36% | -9.9% |
| Q2 2022 | $1,467,000 | -42.1% | 6,586 | -25.1% | 0.40% | -30.2% |
| Q1 2022 | $2,535,000 | +8.1% | 8,798 | +19.6% | 0.58% | +5.3% |
| Q4 2021 | $2,346,000 | -37.2% | 7,359 | -42.8% | 0.55% | +37.8% |
| Q3 2021 | $3,736,000 | +166.1% | 12,876 | +163.0% | 0.40% | +1.0% |
| Q2 2021 | $1,404,000 | +67.7% | 4,896 | +50.2% | 0.40% | +47.9% |
| Q1 2021 | $837,000 | +84.8% | 3,260 | +81.9% | 0.27% | +59.9% |
| Q4 2020 | $453,000 | +11.0% | 1,792 | 0.0% | 0.17% | -2.9% |
| Q3 2020 | $408,000 | +41.2% | 1,792 | +25.1% | 0.17% | +22.9% |
| Q2 2020 | $289,000 | – | 1,432 | – | 0.14% | – |
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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% |