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 ↓ |
|---|---|---|---|
| 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% |