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 | $1,463,340 | -0.7% | 5,374 | +3.2% | 0.36% | -11.2% |
| Q2 2023 | $1,473,316 | -4.8% | 5,207 | -16.0% | 0.40% | -21.3% |
| Q1 2023 | $1,546,977 | +37.8% | 6,201 | +17.7% | 0.51% | +20.2% |
| Q4 2022 | $1,122,989 | +164.2% | 5,269 | +165.2% | 0.43% | +169.6% |
| Q3 2022 | $425,000 | +6.8% | 1,987 | +11.2% | 0.16% | +12.9% |
| Q2 2022 | $398,000 | -24.0% | 1,787 | -1.9% | 0.14% | -9.1% |
| Q1 2022 | $524,000 | +66.9% | 1,822 | +85.9% | 0.15% | +69.2% |
| Q4 2021 | $314,000 | +35.9% | 980 | +21.4% | 0.09% | +8.3% |
| Q2 2021 | $231,000 | -18.1% | 807 | -26.4% | 0.08% | -30.6% |
| Q1 2021 | $282,000 | +5.6% | 1,097 | +4.3% | 0.12% | -0.8% |
| Q4 2020 | $267,000 | – | 1,052 | – | 0.12% | – |
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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% |