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 | $377,939 | +48.1% | 1,388 | +53.9% | 0.04% | +44.0% |
| Q2 2023 | $255,230 | +13.4% | 902 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $224,995 | +12.5% | 902 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $200,000 | -2.0% | 902 | 0.0% | 0.02% | -13.8% |
| Q2 2022 | $204,000 | -21.2% | 902 | 0.0% | 0.03% | -23.7% |
| Q1 2022 | $259,000 | -10.4% | 902 | 0.0% | 0.04% | -19.1% |
| Q4 2021 | $289,000 | +10.3% | 902 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $262,000 | +1.2% | 902 | 0.0% | 0.05% | -21.7% |
| Q2 2021 | $259,000 | +11.6% | 902 | 0.0% | 0.06% | -42.3% |
| Q1 2021 | $232,000 | +1.3% | 902 | 0.0% | 0.10% | -46.9% |
| Q4 2020 | $229,000 | – | 902 | – | 0.20% | – |
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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% |