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 | $3,277,387 | +1.9% | 12,036 | +5.9% | 0.63% | +5.2% |
| Q2 2023 | $3,215,514 | +24.9% | 11,364 | +10.1% | 0.60% | +12.4% |
| Q1 2023 | $2,575,270 | +19.4% | 10,324 | +2.0% | 0.53% | -17.7% |
| Q4 2022 | $2,157,099 | -9.0% | 10,122 | -8.6% | 0.65% | +8.4% |
| Q3 2022 | $2,370,000 | -3.0% | 11,079 | +1.1% | 0.60% | -4.6% |
| Q2 2022 | $2,443,000 | -28.1% | 10,962 | -7.3% | 0.63% | -18.4% |
| Q1 2022 | $3,400,000 | -12.3% | 11,821 | -2.1% | 0.77% | -10.2% |
| Q4 2021 | $3,875,000 | +11.0% | 12,074 | +0.3% | 0.86% | -1.2% |
| Q3 2021 | $3,492,000 | +4.2% | 12,035 | +3.0% | 0.86% | +1.6% |
| Q2 2021 | $3,350,000 | -0.8% | 11,679 | -11.1% | 0.85% | -14.5% |
| Q1 2021 | $3,378,000 | +10.6% | 13,144 | +9.1% | 1.00% | -7.0% |
| Q4 2020 | $3,053,000 | +25.7% | 12,052 | +12.9% | 1.07% | +9.3% |
| Q3 2020 | $2,429,000 | – | 10,672 | – | 0.98% | – |
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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% |