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 | $112 | -4.3% | 414 | -0.2% | 0.02% | 0.0% |
| Q2 2023 | $117 | +9.3% | 415 | -3.3% | 0.02% | 0.0% |
| Q1 2023 | $107 | +20.2% | 429 | +2.4% | 0.02% | +15.4% |
| Q4 2022 | $89 | -99.9% | 419 | +1.0% | 0.01% | -13.3% |
| Q3 2022 | $89,000 | -3.3% | 415 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $92,000 | -22.7% | 415 | 0.0% | 0.01% | -17.6% |
| Q1 2022 | $119,000 | -10.5% | 415 | 0.0% | 0.02% | -10.5% |
| Q4 2021 | $133,000 | +10.8% | 415 | 0.0% | 0.02% | +5.6% |
| Q3 2021 | $120,000 | +0.8% | 415 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $119,000 | +8.2% | 415 | -2.8% | 0.02% | 0.0% |
| Q1 2021 | $110,000 | +39.2% | 427 | +36.9% | 0.02% | +28.6% |
| Q4 2020 | $79,000 | +3.9% | 312 | -6.6% | 0.01% | -12.5% |
| Q3 2020 | $76,000 | +13.4% | 334 | 0.0% | 0.02% | +6.7% |
| Q2 2020 | $67,000 | -35.6% | 334 | -50.0% | 0.02% | +15.4% |
| Q1 2020 | $104,000 | – | 668 | – | 0.01% | – |
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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% |