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 | $4,442,112 | -2.3% | 16,313 | +1.5% | 1.94% | -2.0% |
| Q2 2023 | $4,548,638 | +9.9% | 16,075 | -3.1% | 1.98% | +0.6% |
| Q1 2023 | $4,139,897 | +17.8% | 16,597 | +0.6% | 1.96% | +15.9% |
| Q4 2022 | $3,515,124 | -64.5% | 16,494 | -64.3% | 1.70% | -66.2% |
| Q3 2022 | $9,888,000 | -8.7% | 46,215 | -4.9% | 5.02% | -1.9% |
| Q2 2022 | $10,835,000 | -10.2% | 48,609 | +15.9% | 5.11% | +3.2% |
| Q1 2022 | $12,061,000 | -14.7% | 41,937 | -4.8% | 4.96% | -17.4% |
| Q4 2021 | $14,136,000 | +3.5% | 44,051 | -6.4% | 6.00% | -14.1% |
| Q3 2021 | $13,659,000 | +1.0% | 47,050 | -0.3% | 6.98% | -6.1% |
| Q2 2021 | $13,529,000 | +24.9% | 47,172 | +11.9% | 7.44% | -4.5% |
| Q1 2021 | $10,835,000 | +7.1% | 42,154 | +5.6% | 7.78% | -10.2% |
| Q4 2020 | $10,116,000 | – | 39,930 | – | 8.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 150,486 | $43,280,000 | 31.36% |
| Bromfield Sneider Wealth Advisors | 98,974 | $28,465,000 | 29.88% |
| Axiom Advisory, LLC | 92,526 | $26,611,000 | 22.13% |
| Strategies Wealth Advisors, LLC | 261,887 | $75,318,746 | 20.14% |
| Peninsula Wealth, LLC | 238,486 | $68,589,000 | 19.54% |
| Benchmark Wealth Management, LLC | 98,896 | $28,442,000 | 19.13% |
| Dougherty Wealth Advisers LLC | 42,952 | $12,353,000 | 18.64% |
| Corrigan Financial, Inc. | 204,558 | $58,830,771 | 18.60% |
| Avory & Company, LLC | 101,636 | $29,231,000 | 18.30% |
| Merit Financial Group, LLC | 999,489 | $287,453,000 | 17.34% |