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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,243,912 | -1.7% | 4,568 | +2.1% | 0.90% | +3.2% |
| Q2 2023 | $1,265,680 | +7.5% | 4,473 | -5.3% | 0.87% | +9.5% |
| Q1 2023 | $1,177,856 | +17.0% | 4,722 | 0.0% | 0.80% | +16.5% |
| Q4 2022 | $1,006,305 | +4.0% | 4,722 | +4.4% | 0.68% | +6.9% |
| Q3 2022 | $968,000 | -17.1% | 4,524 | -13.7% | 0.64% | -5.8% |
| Q2 2022 | $1,168,000 | -14.2% | 5,241 | +10.7% | 0.68% | -7.4% |
| Q1 2022 | $1,362,000 | +3.0% | 4,735 | +14.9% | 0.73% | -5.7% |
| Q4 2021 | $1,322,000 | +20.7% | 4,120 | +9.1% | 0.78% | +12.0% |
| Q3 2021 | $1,095,000 | +13.7% | 3,775 | +12.5% | 0.69% | +16.5% |
| Q2 2021 | $963,000 | +29.8% | 3,357 | +16.4% | 0.60% | +21.9% |
| Q1 2021 | $742,000 | +182.1% | 2,885 | +177.9% | 0.49% | +159.6% |
| Q4 2020 | $263,000 | +14.8% | 1,038 | +3.2% | 0.19% | -1.6% |
| Q3 2020 | $229,000 | +112.0% | 1,006 | +87.7% | 0.19% | +76.9% |
| Q2 2020 | $108,000 | -31.6% | 536 | -46.7% | 0.11% | -28.0% |
| Q1 2020 | $158,000 | – | 1,006 | – | 0.15% | – |
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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% |