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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,904,615 | +5.1% | 29,028 | +9.2% | 0.88% | +10.4% |
| Q2 2023 | $7,524,189 | +11.4% | 26,591 | -1.8% | 0.80% | +1.1% |
| Q1 2023 | $6,755,584 | +20.2% | 27,083 | +2.7% | 0.79% | +14.5% |
| Q4 2022 | $5,620,776 | +1.2% | 26,375 | +1.6% | 0.69% | -26.1% |
| Q3 2022 | $5,556,000 | -3.5% | 25,970 | +0.5% | 0.94% | -1.6% |
| Q2 2022 | $5,759,000 | -13.8% | 25,837 | +11.2% | 0.95% | -7.8% |
| Q1 2022 | $6,684,000 | +33.1% | 23,240 | +48.5% | 1.03% | +34.9% |
| Q4 2021 | $5,023,000 | +2529.8% | 15,652 | +2282.3% | 0.76% | +1430.0% |
| Q3 2021 | $191,000 | -37.2% | 657 | -38.0% | 0.05% | -26.5% |
| Q2 2021 | $304,000 | +10033.3% | 1,060 | +10500.0% | 0.07% | +6700.0% |
| Q1 2021 | $3,000 | -66.7% | 10 | -80.4% | 0.00% | -66.7% |
| Q4 2019 | $9,000 | -67.9% | 51 | -76.3% | 0.00% | -78.6% |
| Q4 2018 | $28,000 | – | 215 | – | 0.01% | – |
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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% |