VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,080 | +8.4% | 7,640 | -0.7% | 1.19% | +5.9% |
| Q1 2023 | $1,918 | +12.4% | 7,690 | -4.0% | 1.13% | +6.0% |
| Q4 2022 | $1,707 | -99.9% | 8,010 | +0.2% | 1.06% | -2.3% |
| Q3 2022 | $1,710,000 | -5.5% | 7,993 | -1.6% | 1.09% | +7.4% |
| Q2 2022 | $1,810,000 | -25.0% | 8,121 | -3.2% | 1.01% | -0.8% |
| Q1 2022 | $2,414,000 | -13.1% | 8,392 | -3.1% | 1.02% | -8.6% |
| Q4 2021 | $2,778,000 | +160.4% | 8,658 | +4.5% | 1.12% | +106.1% |
| Q1 2021 | $1,067,000 | +92.9% | 8,283 | +279.1% | 0.54% | +49.7% |
| Q4 2020 | $553,000 | +20.5% | 2,185 | +8.4% | 0.36% | -2.7% |
| Q3 2020 | $459,000 | +59.9% | 2,016 | +42.1% | 0.37% | +48.8% |
| Q2 2020 | $287,000 | – | 1,419 | – | 0.25% | – |
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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% |