MONEYWISE, INC. - VANGUARD INDEX FDS ownership

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
MONEYWISE, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$256,888
-3.6%
943
+0.1%
0.16%
-2.4%
Q2 2023$266,564
+13.6%
942
+0.1%
0.16%
+8.6%
Q1 2023$234,638
+17.3%
941
+0.2%
0.15%
+1.3%
Q4 2022$200,109
+0.1%
939
+0.2%
0.15%
-8.0%
Q3 2022$200,000
-3.8%
937
+0.2%
0.16%
+0.6%
Q2 2022$208,000
-22.7%
935
+0.1%
0.16%
-8.5%
Q1 2022$269,000
-10.0%
934
+0.1%
0.18%
-7.8%
Q4 2021$299,000
+10.7%
933
+0.1%
0.19%
+9.1%
Q3 2021$270,000
+1.1%
932
+0.1%
0.18%
-3.3%
Q2 2021$267,000
+11.7%
931
+0.2%
0.18%
+13.0%
Q1 2021$239,000
+1.7%
929
+0.1%
0.16%
-4.2%
Q4 2020$235,000
+3.1%
928
-7.4%
0.17%
-7.2%
Q3 2020$228,000
+12.9%
1,002
+0.2%
0.18%
+11.7%
Q2 2020$202,000
-4.3%
1,000
-37.2%
0.16%
-3.0%
Q3 2017$211,000
+3.4%
1,592
-0.9%
0.17%
-4.0%
Q2 2017$204,0001,6070.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders