VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $122,751 | -38.9% | 576 | -26.4% | 0.04% | -41.3% |
| Q1 2021 | $201,000 | +644.4% | 783 | +366.1% | 0.08% | +316.7% |
| Q3 2018 | $27,000 | +8.0% | 168 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $25,000 | -13.8% | 168 | -28.8% | 0.02% | -28.0% |
| Q2 2017 | $29,000 | +3.6% | 236 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $28,000 | +7.7% | 236 | 0.0% | 0.02% | +4.2% |
| Q4 2016 | $26,000 | +62.5% | 236 | +65.0% | 0.02% | +60.0% |
| Q3 2016 | $16,000 | -11.1% | 143 | -19.2% | 0.02% | -11.8% |
| Q2 2016 | $18,000 | -28.0% | 177 | -25.6% | 0.02% | -29.2% |
| Q1 2016 | $25,000 | – | 238 | – | 0.02% | – |
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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% |