VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,410,295 | -2.7% | 34,557 | +1.1% | 6.17% | -2.2% |
| Q2 2023 | $9,674,731 | +25.6% | 34,191 | +10.7% | 6.31% | +7.8% |
| Q1 2023 | $7,703,212 | +24.7% | 30,882 | +6.5% | 5.85% | +20.0% |
| Q4 2022 | $6,178,242 | +5.2% | 28,991 | +5.6% | 4.88% | -3.7% |
| Q3 2022 | $5,875,000 | -2.5% | 27,458 | +1.5% | 5.06% | +3.7% |
| Q2 2022 | $6,027,000 | -9.5% | 27,040 | +1.7% | 4.89% | -7.5% |
| Q1 2022 | $6,660,000 | -34.6% | 26,579 | -16.3% | 5.28% | -27.3% |
| Q4 2021 | $10,190,000 | +12.2% | 31,753 | +1.4% | 7.27% | +0.9% |
| Q3 2021 | $9,084,000 | -2.0% | 31,307 | -3.1% | 7.20% | -4.4% |
| Q2 2021 | $9,270,000 | +9.7% | 32,321 | -1.7% | 7.53% | +0.9% |
| Q1 2021 | $8,453,000 | +0.9% | 32,886 | -0.6% | 7.46% | -2.5% |
| Q4 2020 | $8,379,000 | -0.9% | 33,074 | +0.6% | 7.65% | +2.5% |
| Q1 2012 | $8,453,000 | – | 32,886 | – | 7.46% | – |
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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% |