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 | $240,104 | -10.8% | 882 | -7.3% | 0.06% | -9.0% |
| Q2 2023 | $269,193 | +6.6% | 951 | -6.0% | 0.07% | 0.0% |
| Q1 2023 | $252,480 | +10.7% | 1,012 | -5.5% | 0.07% | +3.1% |
| Q4 2022 | $228,142 | -0.8% | 1,071 | -0.4% | 0.06% | -7.1% |
| Q3 2022 | $230,000 | -7.3% | 1,075 | -3.5% | 0.07% | -2.8% |
| Q2 2022 | $248,000 | -23.2% | 1,114 | -0.9% | 0.07% | -16.3% |
| Q1 2022 | $323,000 | -10.5% | 1,124 | 0.0% | 0.09% | -8.5% |
| Q4 2021 | $361,000 | +6.2% | 1,124 | -4.1% | 0.09% | -2.1% |
| Q3 2021 | $340,000 | – | 1,172 | – | 0.10% | – |
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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% |