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 | $3,401 | +2.9% | 12,490 | +6.9% | 0.17% | +7.0% |
| Q2 2023 | $3,305 | +18.0% | 11,681 | +4.1% | 0.16% | +12.9% |
| Q1 2023 | $2,800 | +12.5% | 11,224 | -3.9% | 0.14% | +2.2% |
| Q4 2022 | $2,488 | -99.9% | 11,677 | +10.2% | 0.14% | +7.9% |
| Q3 2022 | $2,267,000 | -0.4% | 10,595 | +3.8% | 0.13% | +2.4% |
| Q2 2022 | $2,275,000 | -35.3% | 10,206 | -16.5% | 0.12% | -23.0% |
| Q1 2022 | $3,516,000 | -24.7% | 12,226 | -16.0% | 0.16% | -19.9% |
| Q4 2021 | $4,670,000 | +21.0% | 14,553 | +9.4% | 0.20% | +9.8% |
| Q3 2021 | $3,858,000 | +0.7% | 13,297 | -0.5% | 0.18% | +1.1% |
| Q2 2021 | $3,832,000 | +35.4% | 13,360 | +21.3% | 0.18% | +15.3% |
| Q1 2021 | $2,831,000 | +95.4% | 11,015 | +92.5% | 0.16% | +23.6% |
| Q4 2020 | $1,449,000 | +11.3% | 5,721 | +0.1% | 0.13% | +1.6% |
| Q3 2020 | $1,302,000 | +15.4% | 5,718 | +2.4% | 0.12% | +16.8% |
| Q2 2020 | $1,128,000 | +6.1% | 5,584 | -17.7% | 0.11% | -15.7% |
| Q1 2020 | $1,063,000 | -3.2% | 6,786 | +12.6% | 0.13% | +29.6% |
| Q4 2019 | $1,098,000 | +12.7% | 6,026 | +2.9% | 0.10% | +3.2% |
| Q3 2019 | $974,000 | +17.1% | 5,856 | +15.0% | 0.10% | +13.1% |
| Q2 2019 | $832,000 | +6.7% | 5,094 | +2.2% | 0.08% | 0.0% |
| Q1 2019 | $780,000 | +19.4% | 4,985 | +2.6% | 0.08% | +1.2% |
| Q4 2018 | $653,000 | – | 4,860 | – | 0.08% | – |
Download | ||||||
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% |