VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,225,406 | +2.9% | 166,081 | +7.0% | 13.54% | +9.4% |
| Q2 2023 | $43,930,839 | +6.9% | 155,255 | -5.7% | 12.38% | +4.1% |
| Q1 2023 | $41,085,778 | +7.6% | 164,712 | -8.1% | 11.88% | +0.8% |
| Q4 2022 | $38,188,900 | +10.0% | 179,198 | +10.5% | 11.79% | -3.5% |
| Q3 2022 | $34,708,000 | -1.6% | 162,224 | +2.5% | 12.21% | +1.2% |
| Q2 2022 | $35,266,000 | -0.1% | 158,222 | +29.0% | 12.07% | +5.1% |
| Q1 2022 | $35,287,000 | -14.5% | 122,696 | -4.6% | 11.49% | -15.0% |
| Q4 2021 | $41,288,000 | +13.2% | 128,662 | +2.3% | 13.51% | +5.8% |
| Q3 2021 | $36,486,000 | -4.7% | 125,741 | -5.8% | 12.78% | -2.5% |
| Q2 2021 | $38,287,000 | +11.1% | 133,493 | -0.4% | 13.10% | +5.1% |
| Q1 2021 | $34,452,000 | +1.6% | 134,033 | +0.1% | 12.47% | -2.8% |
| Q4 2020 | $33,922,000 | +6.3% | 133,897 | -4.5% | 12.82% | +3.5% |
| Q3 2020 | $31,924,000 | -1.2% | 140,257 | -12.3% | 12.39% | +1.0% |
| Q2 2020 | $32,327,000 | +12.0% | 159,964 | -8.3% | 12.26% | +3.2% |
| Q1 2020 | $28,868,000 | -4.4% | 174,532 | +5.3% | 11.89% | -10.3% |
| Q4 2019 | $30,195,000 | +9.6% | 165,751 | +0.1% | 13.25% | +4.2% |
| Q3 2019 | $27,545,000 | +0.8% | 165,657 | -0.9% | 12.71% | -1.7% |
| Q2 2019 | $27,318,000 | +5.6% | 167,193 | +1.1% | 12.92% | -53.8% |
| Q1 2019 | $25,868,000 | +41.8% | 165,374 | +21.8% | 28.00% | +14.8% |
| Q4 2018 | $18,243,000 | – | 135,804 | – | 24.38% | – |
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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% |