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 | $666,889 | -0.7% | 2,449 | +3.2% | 0.40% | -2.2% |
| Q2 2023 | $671,926 | -0.2% | 2,374 | -12.1% | 0.41% | -5.1% |
| Q1 2023 | $673,557 | +30.2% | 2,700 | +11.3% | 0.43% | +15.2% |
| Q4 2022 | $517,187 | -5.5% | 2,426 | -5.2% | 0.38% | -5.3% |
| Q3 2022 | $547,000 | +8.7% | 2,558 | +13.4% | 0.40% | +18.9% |
| Q2 2022 | $503,000 | -28.1% | 2,256 | -7.3% | 0.33% | -9.3% |
| Q1 2022 | $700,000 | -13.7% | 2,433 | -3.7% | 0.37% | -1.1% |
| Q4 2021 | $811,000 | +12.2% | 2,526 | +1.4% | 0.37% | +4.2% |
| Q3 2021 | $723,000 | +15.5% | 2,492 | +14.1% | 0.36% | +16.0% |
| Q2 2021 | $626,000 | +29.3% | 2,184 | +15.9% | 0.31% | +18.1% |
| Q1 2021 | $484,000 | +96.7% | 1,884 | +94.2% | 0.26% | +73.3% |
| Q4 2020 | $246,000 | +12.8% | 970 | +1.5% | 0.15% | +3.4% |
| Q3 2020 | $218,000 | – | 956 | – | 0.14% | – |
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% |