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 | $40,442,454 | -10.7% | 148,516 | -7.2% | 11.53% | -2.3% |
| Q2 2023 | $45,299,909 | +15.3% | 160,093 | +1.6% | 11.81% | +6.4% |
| Q1 2023 | $39,304,086 | +29.2% | 157,569 | +10.4% | 11.10% | -18.0% |
| Q4 2022 | $30,420,640 | -4.6% | 142,746 | -4.2% | 13.54% | -5.6% |
| Q3 2022 | $31,890,000 | -0.7% | 149,056 | +3.4% | 14.34% | +6.6% |
| Q2 2022 | $32,118,000 | +14633.0% | 144,098 | +18935.4% | 13.45% | +15914.3% |
| Q1 2022 | $218,000 | -10.3% | 757 | 0.0% | 0.08% | -6.7% |
| Q4 2021 | $243,000 | +3.0% | 757 | -7.1% | 0.09% | -9.1% |
| Q3 2021 | $236,000 | – | 815 | – | 0.10% | – |
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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% |