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 | $822,215 | +7.1% | 3,019 | +11.3% | 0.12% | +5.5% |
| Q2 2023 | $767,621 | +14.4% | 2,713 | +0.8% | 0.11% | +3.8% |
| Q1 2023 | $671,139 | +19.5% | 2,691 | +2.1% | 0.10% | 0.0% |
| Q4 2022 | $561,797 | -43.9% | 2,636 | -43.7% | 0.10% | -44.4% |
| Q3 2022 | $1,002,000 | -35.8% | 4,684 | -15.9% | 0.19% | -38.2% |
| Q2 2022 | $1,561,000 | +134.0% | 5,572 | +132.9% | 0.31% | +194.2% |
| Q1 2022 | $667,000 | +373.0% | 2,392 | +165.8% | 0.10% | +136.4% |
| Q1 2020 | $141,000 | -22.5% | 900 | -10.0% | 0.04% | -26.7% |
| Q4 2019 | $182,000 | – | 1,000 | – | 0.06% | – |
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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% |