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 | $2,208,740 | -2.0% | 8,111 | +1.8% | 2.74% | -9.9% |
| Q2 2023 | $2,253,508 | +14.3% | 7,964 | +0.7% | 3.04% | +7.3% |
| Q1 2023 | $1,971,834 | +26.1% | 7,905 | +7.7% | 2.83% | +17.1% |
| Q4 2022 | $1,564,021 | -10.3% | 7,339 | +6.1% | 2.42% | -7.4% |
| Q2 2022 | $1,743,000 | -5.7% | 6,919 | +7.6% | 2.61% | +4.4% |
| Q1 2022 | $1,849,000 | +6.0% | 6,428 | +18.2% | 2.50% | +11.0% |
| Q4 2021 | $1,745,000 | +5.8% | 5,439 | -4.3% | 2.25% | -2.0% |
| Q3 2021 | $1,649,000 | +24.6% | 5,683 | +23.2% | 2.30% | +22.7% |
| Q2 2021 | $1,323,000 | +27.7% | 4,613 | +14.5% | 1.87% | +15.3% |
| Q1 2021 | $1,036,000 | – | 4,030 | – | 1.62% | – |
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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% |