VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369,797 | -3.8% | 1,358 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $384,260 | +13.4% | 1,358 | 0.0% | 0.08% | +12.3% |
| Q1 2023 | $338,740 | +11.4% | 1,358 | -5.0% | 0.07% | +12.3% |
| Q4 2022 | $304,000 | +2.0% | 1,430 | +2.7% | 0.06% | -11.0% |
| Q3 2022 | $298,000 | -3.9% | 1,392 | 0.0% | 0.07% | +7.4% |
| Q2 2022 | $310,000 | -87.0% | 1,392 | -83.3% | 0.07% | -85.8% |
| Q1 2022 | $2,393,000 | -37.0% | 8,322 | -29.7% | 0.48% | -37.8% |
| Q4 2021 | $3,797,000 | +28.9% | 11,833 | +16.5% | 0.77% | +17.0% |
| Q3 2021 | $2,946,000 | +5.8% | 10,154 | +4.6% | 0.66% | +7.0% |
| Q2 2021 | $2,785,000 | +25.2% | 9,709 | +12.2% | 0.61% | +20.2% |
| Q1 2021 | $2,224,000 | +129.0% | 8,653 | +125.9% | 0.51% | +112.9% |
| Q4 2020 | $971,000 | +329.6% | 3,831 | +285.0% | 0.24% | +275.0% |
| Q3 2020 | $226,000 | +12.4% | 995 | 0.0% | 0.06% | +16.4% |
| Q2 2020 | $201,000 | -4.3% | 995 | -13.6% | 0.06% | +12.2% |
| Q4 2019 | $210,000 | +89.2% | 1,152 | +39.5% | 0.05% | +58.1% |
| Q4 2018 | $111,000 | +56.3% | 826 | +66.2% | 0.03% | +40.9% |
| Q1 2018 | $71,000 | – | 497 | – | 0.02% | – |
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% |