VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $2,828,705 | +33.0% | 9,096 | +16.5% | 1.05% | +23.2% |
Q3 2023 | $2,126,397 | -2.6% | 7,807 | +1.2% | 0.85% | +0.6% |
Q2 2023 | $2,182,542 | +11.2% | 7,711 | -2.0% | 0.85% | +5.9% |
Q1 2023 | $1,962,273 | +16.6% | 7,865 | -0.4% | 0.80% | +22.3% |
Q4 2022 | $1,682,312 | -1.0% | 7,894 | -0.6% | 0.65% | -9.9% |
Q3 2022 | $1,700,000 | -4.5% | 7,944 | -0.6% | 0.73% | -1.8% |
Q2 2022 | $1,780,000 | -26.7% | 7,988 | -5.4% | 0.74% | -16.3% |
Q1 2022 | $2,428,000 | -7.1% | 8,442 | +3.7% | 0.88% | -3.2% |
Q4 2021 | $2,613,000 | – | 8,144 | – | 0.91% | – |
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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% |