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 | $499,363 | -5.9% | 1,820 | +0.1% | 0.38% | +1.1% |
| Q2 2023 | $530,812 | +47.6% | 1,819 | +24.3% | 0.38% | +39.4% |
| Q1 2023 | $359,647 | +71.8% | 1,463 | +55.5% | 0.27% | +70.3% |
| Q4 2022 | $209,334 | -26.5% | 941 | -24.0% | 0.16% | -28.8% |
| Q2 2022 | $285,000 | -7.2% | 1,238 | -5.4% | 0.22% | -4.3% |
| Q1 2022 | $307,000 | +7.0% | 1,308 | +25.2% | 0.23% | +3.1% |
| Q4 2021 | $287,000 | – | 1,045 | – | 0.22% | – |
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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% |