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 | $1,775,626 | +20.0% | 6,521 | +24.7% | 2.31% | +12.4% |
| Q2 2023 | $1,479,834 | +59.2% | 5,230 | +40.3% | 2.06% | +62.9% |
| Q1 2023 | $929,611 | +17.1% | 3,727 | +0.0% | 1.26% | +11.4% |
| Q4 2022 | $794,003 | -0.4% | 3,726 | +0.0% | 1.13% | -6.2% |
| Q3 2022 | $797,000 | -10.1% | 3,725 | -6.4% | 1.21% | -6.4% |
| Q2 2022 | $887,000 | -14.1% | 3,981 | +0.0% | 1.29% | +4.5% |
| Q1 2022 | $1,033,000 | -19.1% | 3,980 | +0.0% | 1.24% | -15.9% |
| Q4 2021 | $1,277,000 | – | 3,979 | – | 1.47% | – |
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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% |