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 ↓ |
|---|---|---|---|
| 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% |