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 | $493,867 | +9.2% | 1,814 | +13.5% | 0.15% | +13.2% |
| Q2 2023 | $452,273 | +25.8% | 1,598 | +10.9% | 0.13% | +19.4% |
| Q1 2023 | $359,513 | +22.6% | 1,441 | +4.7% | 0.11% | +17.4% |
| Q4 2022 | $293,170 | -0.3% | 1,376 | +0.2% | 0.09% | -6.1% |
| Q3 2022 | $294,000 | -3.9% | 1,373 | +0.1% | 0.10% | -6.7% |
| Q2 2022 | $306,000 | -21.7% | 1,371 | +1.0% | 0.10% | -9.5% |
| Q1 2022 | $391,000 | -13.5% | 1,358 | -3.5% | 0.12% | -16.5% |
| Q4 2021 | $452,000 | +15.9% | 1,407 | +4.6% | 0.14% | +6.9% |
| Q3 2021 | $390,000 | +7.1% | 1,345 | +6.0% | 0.13% | +8.3% |
| Q2 2021 | $364,000 | -14.6% | 1,269 | -23.5% | 0.12% | -16.7% |
| Q1 2021 | $426,000 | +10.9% | 1,659 | +9.6% | 0.14% | +5.1% |
| Q4 2020 | $384,000 | +14.3% | 1,514 | +2.5% | 0.14% | +0.7% |
| Q3 2020 | $336,000 | +17.9% | 1,477 | +4.6% | 0.14% | +10.6% |
| Q2 2020 | $285,000 | +46.2% | 1,412 | +13.4% | 0.12% | +25.5% |
| Q1 2020 | $195,000 | -7.6% | 1,245 | +7.7% | 0.10% | +15.3% |
| Q4 2019 | $211,000 | – | 1,156 | – | 0.08% | – |
Download | ||||||
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% |