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 | $16,705,908 | -7.2% | 61,349 | -3.6% | 8.13% | -4.3% |
| Q2 2023 | $18,009,695 | +11.3% | 63,647 | -1.9% | 8.50% | -1.6% |
| Q1 2023 | $16,182,471 | +12.7% | 64,875 | -3.7% | 8.63% | +1.8% |
| Q4 2022 | $14,357,194 | +5.1% | 67,370 | +5.5% | 8.48% | -3.0% |
| Q3 2022 | $13,666,000 | -1.0% | 63,877 | +3.1% | 8.74% | +3.0% |
| Q2 2022 | $13,808,000 | -14.8% | 61,948 | +10.0% | 8.49% | -5.3% |
| Q1 2022 | $16,200,000 | -9.5% | 56,327 | +1.0% | 8.96% | -4.6% |
| Q4 2021 | $17,895,000 | +11.3% | 55,766 | +0.6% | 9.40% | +3.0% |
| Q3 2021 | $16,080,000 | +3.0% | 55,415 | +1.8% | 9.12% | +0.3% |
| Q2 2021 | $15,616,000 | +17.0% | 54,447 | +4.8% | 9.09% | +7.6% |
| Q1 2021 | $13,352,000 | +5.5% | 51,945 | +4.0% | 8.44% | -1.1% |
| Q4 2020 | $12,659,000 | – | 49,969 | – | 8.54% | – |
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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% |