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 | $915 | -7.5% | 3,359 | -3.9% | 0.19% | -2.6% |
| Q2 2023 | $989 | +5.2% | 3,495 | -7.2% | 0.19% | +0.5% |
| Q1 2023 | $940 | +17.8% | 3,768 | +0.6% | 0.19% | -6.4% |
| Q4 2022 | $798 | -99.8% | 3,744 | +87.3% | 0.20% | +58.6% |
| Q3 2022 | $428,000 | -4.0% | 1,999 | 0.0% | 0.13% | +0.8% |
| Q2 2022 | $446,000 | -28.9% | 1,999 | -8.3% | 0.13% | -22.6% |
| Q1 2022 | $627,000 | +2.5% | 2,179 | +14.3% | 0.16% | -11.8% |
| Q4 2021 | $612,000 | +10.7% | 1,906 | 0.0% | 0.19% | +0.5% |
| Q3 2021 | $553,000 | -0.9% | 1,906 | -2.1% | 0.18% | -4.1% |
| Q2 2021 | $558,000 | +11.6% | 1,946 | 0.0% | 0.19% | +0.5% |
| Q1 2021 | $500,000 | +1.4% | 1,946 | 0.0% | 0.19% | -5.0% |
| Q4 2020 | $493,000 | +11.3% | 1,946 | 0.0% | 0.20% | -0.5% |
| Q3 2020 | $443,000 | -23.4% | 1,946 | -31.9% | 0.20% | -32.6% |
| Q2 2020 | $578,000 | – | 2,858 | – | 0.30% | – |
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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% |