VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,110,041 | -6.0% | 15,093 | -2.4% | 0.16% | -3.1% |
| Q2 2023 | $4,373,946 | +15.4% | 15,458 | +1.8% | 0.16% | +8.8% |
| Q1 2023 | $3,789,571 | +110318.7% | 15,192 | -5.7% | 0.15% | -23.3% |
| Q4 2022 | $3,432 | -99.9% | 16,102 | +0.9% | 0.19% | -6.8% |
| Q3 2022 | $3,413,000 | -12.8% | 15,953 | -9.2% | 0.21% | +28.6% |
| Q2 2022 | $3,914,000 | -34.1% | 17,560 | -14.9% | 0.16% | +1.3% |
| Q1 2022 | $5,936,000 | -0.8% | 20,638 | +0.1% | 0.16% | 0.0% |
| Q3 2021 | $5,984,000 | +1.8% | 20,623 | +0.7% | 0.16% | 0.0% |
| Q2 2021 | $5,876,000 | – | 20,489 | – | 0.16% | – |
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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% |