VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,847 | -12.1% | 1,145 | -9.0% | 0.10% | -16.1% |
| Q2 2023 | $356,084 | +37.6% | 1,258 | +20.8% | 0.12% | +19.2% |
| Q1 2023 | $258,707 | +12.4% | 1,041 | -3.6% | 0.10% | +2.0% |
| Q4 2022 | $230,125 | -19.5% | 1,080 | -14.7% | 0.10% | -27.7% |
| Q3 2022 | $286,000 | +1.4% | 1,266 | +1.0% | 0.14% | -6.0% |
| Q2 2022 | $282,000 | -23.4% | 1,254 | 0.0% | 0.15% | -19.8% |
| Q1 2022 | $368,000 | -8.0% | 1,254 | +0.1% | 0.19% | +2.2% |
| Q4 2021 | $400,000 | +11.1% | 1,253 | 0.0% | 0.18% | +0.5% |
| Q3 2021 | $360,000 | -1.1% | 1,253 | 0.0% | 0.18% | -1.6% |
| Q2 2021 | $364,000 | -19.8% | 1,253 | -24.6% | 0.18% | -21.3% |
| Q1 2021 | $454,000 | +4.4% | 1,662 | -1.0% | 0.24% | -12.3% |
| Q4 2020 | $435,000 | – | 1,679 | – | 0.27% | – |
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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% |