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 | $9,457,864 | -8.1% | 34,732 | -4.5% | 0.79% | -7.4% |
| Q2 2023 | $10,294,403 | +14.5% | 36,381 | +0.9% | 0.85% | +0.4% |
| Q1 2023 | $8,991,840 | +1.4% | 36,048 | -13.3% | 0.85% | -6.8% |
| Q4 2022 | $8,863,466 | -8.4% | 41,591 | -8.1% | 0.91% | -19.1% |
| Q3 2022 | $9,681,000 | -3.8% | 45,250 | +0.2% | 1.12% | -0.7% |
| Q2 2022 | $10,066,000 | -23.1% | 45,161 | -0.7% | 1.13% | -10.3% |
| Q1 2022 | $13,083,000 | -5.4% | 45,489 | +5.5% | 1.26% | -3.7% |
| Q4 2021 | $13,833,000 | +13.3% | 43,106 | +1.3% | 1.31% | -0.2% |
| Q3 2021 | $12,210,000 | 0.0% | 42,571 | 0.0% | 1.31% | +0.2% |
| Q2 2021 | $12,210,000 | +15.7% | 42,571 | +3.7% | 1.31% | +9.3% |
| Q1 2021 | $10,557,000 | +1.7% | 41,070 | +0.3% | 1.20% | -6.8% |
| Q4 2020 | $10,376,000 | +25.3% | 40,957 | +12.6% | 1.29% | +15.1% |
| Q3 2020 | $8,280,000 | +13.6% | 36,380 | +0.9% | 1.12% | +4.5% |
| Q2 2020 | $7,286,000 | +55.7% | 36,054 | +20.7% | 1.07% | +14.3% |
| Q1 2020 | $4,681,000 | -20.9% | 29,874 | -8.0% | 0.94% | -9.7% |
| Q4 2019 | $5,915,000 | +7.0% | 32,472 | -2.3% | 1.04% | -4.3% |
| Q3 2019 | $5,526,000 | +2.4% | 33,233 | +0.6% | 1.08% | -3.3% |
| Q2 2019 | $5,398,000 | +3.5% | 33,043 | -0.9% | 1.12% | +4.6% |
| Q1 2019 | $5,213,000 | +16.3% | 33,333 | -0.1% | 1.07% | -1.7% |
| Q4 2018 | $4,483,000 | -14.1% | 33,378 | +3.3% | 1.09% | +12.5% |
| Q3 2018 | $5,218,000 | +17.3% | 32,324 | +8.9% | 0.97% | +8.8% |
| Q2 2018 | $4,447,000 | +15.6% | 29,690 | +6.8% | 0.89% | -22.2% |
| Q1 2018 | $3,847,000 | -3.9% | 27,794 | +1.1% | 1.14% | -0.6% |
| Q4 2017 | $4,005,000 | +11.9% | 27,490 | +3.0% | 1.15% | -0.9% |
| Q3 2017 | $3,579,000 | -0.3% | 26,690 | -5.5% | 1.16% | -6.9% |
| Q2 2017 | $3,591,000 | +7.2% | 28,236 | +1.9% | 1.25% | -2.6% |
| Q1 2017 | $3,350,000 | +9.1% | 27,707 | +3.5% | 1.28% | -3.4% |
| Q4 2016 | $3,070,000 | – | 26,780 | – | 1.32% | – |
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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% |