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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,253,880 | +57.4% | 7,250 | +37.8% | 1.31% | +34.6% |
| Q3 2023 | $1,432,351 | +20.7% | 5,260 | +25.4% | 0.97% | +34.9% |
| Q2 2023 | $1,186,734 | +75.8% | 4,194 | +54.9% | 0.72% | +62.9% |
| Q1 2023 | $675,234 | +82.9% | 2,707 | +56.3% | 0.44% | +69.3% |
| Q4 2022 | $369,107 | +15.7% | 1,732 | +16.2% | 0.26% | +7.4% |
| Q3 2022 | $319,000 | +11.5% | 1,490 | +50.1% | 0.24% | +35.8% |
| Q1 2022 | $286,000 | +9.2% | 993 | +21.4% | 0.18% | +9.8% |
| Q4 2021 | $262,000 | – | 818 | – | 0.16% | – |
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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% |