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 | $567,011 | -3.4% | 2,082 | +0.4% | 0.07% | 0.0% |
| Q2 2023 | $586,821 | +2.3% | 2,074 | -9.8% | 0.07% | -2.9% |
| Q1 2023 | $573,572 | +17.1% | 2,299 | +0.0% | 0.07% | +12.9% |
| Q4 2022 | $489,632 | -24.3% | 2,298 | -24.0% | 0.06% | -31.1% |
| Q3 2022 | $647,000 | +50.5% | 3,022 | +56.5% | 0.09% | -7.2% |
| Q2 2022 | $430,000 | -15.7% | 1,931 | +8.9% | 0.10% | +59.0% |
| Q1 2022 | $510,000 | -14.1% | 1,773 | -4.2% | 0.06% | -15.3% |
| Q4 2021 | $594,000 | +12.7% | 1,850 | +1.8% | 0.07% | +2.9% |
| Q3 2021 | $527,000 | +1.7% | 1,817 | +0.7% | 0.07% | -38.6% |
| Q2 2021 | $518,000 | +11.6% | 1,805 | +0.1% | 0.11% | +0.9% |
| Q1 2021 | $464,000 | +1.5% | 1,804 | +0.1% | 0.11% | -4.2% |
| Q4 2020 | $457,000 | +105.9% | 1,802 | +84.4% | 0.12% | +71.0% |
| Q3 2020 | $222,000 | -7.1% | 977 | -17.3% | 0.07% | -16.9% |
| Q2 2020 | $239,000 | – | 1,182 | – | 0.08% | – |
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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% |