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 | $834,587 | -4.2% | 3,065 | -0.4% | 0.17% | -1.1% |
| Q2 2023 | $871,545 | +86.1% | 3,078 | +63.9% | 0.18% | +85.3% |
| Q1 2023 | $468,298 | +17.1% | 1,878 | +0.1% | 0.10% | +11.8% |
| Q4 2022 | $399,783 | +62.5% | 1,876 | +119.4% | 0.08% | +88.9% |
| Q2 2022 | $246,000 | 0.0% | 855 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $246,000 | -10.5% | 855 | 0.0% | 0.04% | -6.2% |
| Q4 2021 | $275,000 | +10.9% | 855 | 0.0% | 0.05% | +4.3% |
| Q3 2021 | $248,000 | +0.8% | 855 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $246,000 | +11.8% | 855 | 0.0% | 0.05% | +23.7% |
| Q1 2021 | $220,000 | +1.9% | 855 | 0.0% | 0.04% | -19.1% |
| Q4 2020 | $216,000 | – | 855 | – | 0.05% | – |
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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% |