VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,504,151 | -6.4% | 8,923 | -3.6% | 0.79% | -5.9% |
| Q2 2023 | $2,676,420 | +12.8% | 9,254 | -3.7% | 0.84% | +2.1% |
| Q1 2023 | $2,373,427 | +11.9% | 9,605 | -1.3% | 0.82% | +4.7% |
| Q4 2022 | $2,121,456 | +2.3% | 9,734 | +16.8% | 0.78% | -9.7% |
| Q3 2022 | $2,074,000 | +97.0% | 8,332 | +84.2% | 0.86% | +51.2% |
| Q2 2022 | $1,053,000 | +93.6% | 4,524 | +139.0% | 0.57% | +134.4% |
| Q1 2022 | $544,000 | -9.9% | 1,893 | -2.8% | 0.24% | -50.6% |
| Q4 2021 | $604,000 | +8.8% | 1,948 | +3.4% | 0.49% | +2.3% |
| Q3 2021 | $555,000 | +9.7% | 1,884 | +6.8% | 0.48% | +8.5% |
| Q2 2021 | $506,000 | – | 1,764 | – | 0.44% | – |
Download | ||||||
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% |