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 | $1,790,166 | -5.8% | 6,574 | -3.5% | 0.07% | -2.7% |
| Q2 2023 | $1,900,078 | +5.5% | 6,813 | -5.6% | 0.07% | -25.3% |
| Q1 2023 | $1,800,957 | -13.3% | 7,220 | -1.8% | 0.10% | -3.9% |
| Q4 2022 | $2,078,202 | +0.7% | 7,351 | +3.3% | 0.10% | -4.6% |
| Q3 2022 | $2,064,000 | +2.8% | 7,113 | +4.6% | 0.11% | +3.8% |
| Q2 2022 | $2,008,000 | +6.0% | 6,803 | +10.9% | 0.10% | +14.3% |
| Q1 2022 | $1,894,000 | +9.5% | 6,133 | +12.0% | 0.09% | +12.3% |
| Q4 2021 | $1,730,000 | +50.7% | 5,475 | +38.4% | 0.08% | +39.7% |
| Q3 2021 | $1,148,000 | +40.5% | 3,955 | +38.9% | 0.06% | +34.9% |
| Q2 2021 | $817,000 | +104.2% | 2,848 | +83.0% | 0.04% | +72.0% |
| Q1 2021 | $400,000 | +99.0% | 1,556 | +95.7% | 0.02% | +66.7% |
| Q4 2020 | $201,000 | – | 795 | – | 0.02% | – |
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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% |