VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,824,011 | -11.7% | 28,732 | -8.2% | 0.61% | -17.9% |
| Q2 2023 | $8,858,063 | +12.1% | 31,305 | -1.2% | 0.75% | +14.9% |
| Q1 2023 | $7,904,754 | +80.5% | 31,690 | +54.2% | 0.65% | +73.3% |
| Q4 2022 | $4,379,411 | +9.3% | 20,550 | +9.7% | 0.38% | -10.1% |
| Q3 2022 | $4,008,000 | +585.1% | 18,735 | +613.7% | 0.42% | +686.8% |
| Q2 2022 | $585,000 | -22.5% | 2,625 | 0.0% | 0.05% | +1.9% |
| Q1 2022 | $755,000 | -97.7% | 2,625 | -97.4% | 0.05% | -96.8% |
| Q4 2021 | $32,532,000 | +138.5% | 101,377 | +115.7% | 1.62% | +103.9% |
| Q3 2021 | $13,640,000 | +368.2% | 47,007 | +362.8% | 0.79% | +336.3% |
| Q2 2021 | $2,913,000 | +87.8% | 10,157 | +68.3% | 0.18% | +50.4% |
| Q1 2021 | $1,551,000 | +139.7% | 6,035 | +136.2% | 0.12% | +86.2% |
| Q4 2020 | $647,000 | +51.5% | 2,555 | +36.2% | 0.06% | +22.6% |
| Q3 2020 | $427,000 | +41.9% | 1,876 | +25.9% | 0.05% | +23.3% |
| Q2 2020 | $301,000 | – | 1,490 | – | 0.04% | – |
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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% |