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 | $10,581,656 | -5.3% | 39,283 | +0.2% | 7.06% | -0.2% |
Q2 2023 | $11,176,033 | +15.9% | 39,194 | +1.4% | 7.07% | +1.5% |
Q1 2023 | $9,644,242 | -19.9% | 38,664 | -31.6% | 6.96% | -17.2% |
Q4 2022 | $12,040,316 | -13.6% | 56,498 | -13.3% | 8.41% | -19.5% |
Q3 2022 | $13,934,000 | +69.1% | 65,129 | +76.2% | 10.45% | +47.2% |
Q2 2022 | $8,240,000 | -23.1% | 36,968 | -0.7% | 7.10% | -14.2% |
Q1 2022 | $10,711,000 | -20.2% | 37,242 | -18.4% | 8.28% | -17.1% |
Q4 2021 | $13,420,000 | +12.7% | 45,627 | +11.2% | 9.99% | -3.0% |
Q3 2021 | $11,908,000 | +3.6% | 41,039 | +2.4% | 10.30% | +0.3% |
Q2 2021 | $11,498,000 | – | 40,088 | – | 10.27% | – |
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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% |