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 | $455,379 | +52.6% | 1,672 | +58.5% | 0.23% | +56.8% |
| Q2 2023 | $298,500 | +44.9% | 1,055 | +27.7% | 0.15% | +33.9% |
| Q1 2023 | $206,056 | +24.5% | 826 | +6.4% | 0.11% | +14.7% |
| Q4 2022 | $165,448 | +32.4% | 776 | +32.6% | 0.10% | +30.1% |
| Q3 2022 | $125,000 | +13.6% | 585 | +18.9% | 0.07% | +7.4% |
| Q2 2022 | $110,000 | -49.5% | 492 | -35.1% | 0.07% | -36.4% |
| Q1 2022 | $218,000 | -9.5% | 758 | +0.9% | 0.11% | -6.1% |
| Q4 2021 | $241,000 | +15.9% | 751 | +4.6% | 0.11% | -12.3% |
| Q3 2021 | $208,000 | -6.7% | 718 | -7.8% | 0.13% | -5.1% |
| Q2 2021 | $223,000 | +15.5% | 779 | +3.6% | 0.14% | -3.5% |
| Q1 2021 | $193,000 | +35.9% | 752 | +34.0% | 0.14% | +21.4% |
| Q4 2020 | $142,000 | +10.9% | 561 | 0.0% | 0.12% | -7.1% |
| Q3 2020 | $128,000 | – | 561 | – | 0.13% | – |
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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% |