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 | $6,886,720 | +46.4% | 25,290 | +52.2% | 1.93% | +36.8% |
| Q2 2023 | $4,702,795 | +17.3% | 16,620 | +3.4% | 1.41% | +13.9% |
| Q1 2023 | $4,009,498 | +24.6% | 16,074 | +6.5% | 1.24% | +18.2% |
| Q4 2022 | $3,217,748 | +21.1% | 15,099 | +21.6% | 1.05% | +11.7% |
| Q3 2022 | $2,657,000 | +4.3% | 12,419 | +8.6% | 0.94% | +7.6% |
| Q2 2022 | $2,548,000 | -19.7% | 11,431 | +3.7% | 0.87% | -5.7% |
| Q1 2022 | $3,172,000 | +4.9% | 11,028 | +6.2% | 0.93% | +16.5% |
| Q4 2021 | $3,025,000 | +1.9% | 10,389 | +1.5% | 0.80% | -11.8% |
| Q3 2021 | $2,969,000 | +17.3% | 10,233 | +15.9% | 0.90% | +14.6% |
| Q2 2021 | $2,532,000 | +5.8% | 8,827 | -5.2% | 0.79% | -0.8% |
| Q1 2021 | $2,394,000 | -1.8% | 9,313 | +1.5% | 0.79% | -2.5% |
| Q4 2020 | $2,439,000 | – | 9,171 | – | 0.81% | – |
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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% |