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 | $1,004,279 | +14.0% | 3,688 | +18.5% | 0.39% | +13.7% |
| Q2 2023 | $880,854 | +13.4% | 3,113 | 0.0% | 0.34% | +7.5% |
| Q1 2023 | $776,507 | +7.5% | 3,113 | -8.1% | 0.32% | -1.5% |
| Q4 2022 | $722,017 | -10.9% | 3,388 | -10.6% | 0.32% | -19.4% |
| Q3 2022 | $810,000 | -46.4% | 3,788 | -44.1% | 0.40% | -38.4% |
| Q2 2022 | $1,511,000 | -18.7% | 6,778 | +4.9% | 0.65% | -7.9% |
| Q1 2022 | $1,859,000 | +1.7% | 6,463 | +13.4% | 0.71% | -1.3% |
| Q4 2021 | $1,828,000 | +6.8% | 5,698 | -3.4% | 0.72% | -2.3% |
| Q3 2021 | $1,711,000 | -11.7% | 5,898 | -12.7% | 0.74% | -11.1% |
| Q2 2021 | $1,938,000 | -6.2% | 6,758 | -15.9% | 0.83% | -17.9% |
| Q1 2021 | $2,065,000 | -5.8% | 8,033 | -7.2% | 1.01% | -17.3% |
| Q4 2020 | $2,193,000 | – | 8,658 | – | 1.22% | – |
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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% |