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 | $1,761,846 | +14.7% | 6,470 | +19.2% | 1.25% | +20.8% |
| Q2 2023 | $1,535,907 | +529.6% | 5,428 | +455.0% | 1.03% | +454.8% |
| Q1 2023 | $243,952 | +258.8% | 978 | +208.5% | 0.19% | +272.0% |
| Q3 2022 | $68,000 | +4.6% | 317 | +8.6% | 0.05% | +8.7% |
| Q2 2022 | $65,000 | -23.5% | 292 | -1.4% | 0.05% | -13.2% |
| Q1 2022 | $85,000 | +9.0% | 296 | +21.3% | 0.05% | -13.1% |
| Q4 2021 | $78,000 | 0.0% | 244 | -28.7% | 0.06% | -33.0% |
| Q3 2020 | $78,000 | +13.0% | 342 | 0.0% | 0.09% | +13.8% |
| Q2 2020 | $69,000 | +245.0% | 342 | +167.2% | 0.08% | +185.7% |
| Q1 2020 | $20,000 | -13.0% | 128 | 0.0% | 0.03% | +21.7% |
| Q4 2019 | $23,000 | – | 128 | – | 0.02% | – |
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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% |