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 | $1,590,290 | -1.8% | 5,840 | +2.0% | 0.69% | -1.1% |
| Q2 2023 | $1,619,663 | +11.9% | 5,724 | -1.3% | 0.70% | +6.6% |
| Q1 2023 | $1,447,251 | +28.3% | 5,802 | +9.6% | 0.65% | +21.4% |
| Q4 2022 | $1,128,417 | +0.4% | 5,295 | +0.8% | 0.54% | -9.7% |
| Q3 2022 | $1,124,000 | -3.8% | 5,252 | +0.2% | 0.60% | -0.2% |
| Q2 2022 | $1,168,000 | -26.1% | 5,241 | -4.6% | 0.60% | -16.7% |
| Q1 2022 | $1,580,000 | -10.2% | 5,493 | +0.1% | 0.72% | -7.7% |
| Q4 2021 | $1,760,000 | +1.7% | 5,485 | -0.4% | 0.78% | -0.9% |
| Q3 2021 | $1,730,000 | +6.8% | 5,508 | -2.5% | 0.78% | -4.9% |
| Q2 2021 | $1,620,000 | +12.3% | 5,647 | +0.6% | 0.82% | +5.0% |
| Q1 2021 | $1,442,000 | +0.3% | 5,611 | -1.2% | 0.78% | -8.8% |
| Q4 2020 | $1,438,000 | +11.4% | 5,678 | +0.1% | 0.86% | -4.1% |
| Q3 2020 | $1,291,000 | +10.2% | 5,673 | -2.1% | 0.90% | +1.6% |
| Q2 2020 | $1,171,000 | +37.3% | 5,792 | +6.4% | 0.88% | +14.7% |
| Q1 2020 | $853,000 | -23.9% | 5,444 | -11.5% | 0.77% | -9.3% |
| Q4 2019 | $1,121,000 | – | 6,152 | – | 0.85% | – |
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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% |