VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,110,752 | +26.5% | 4,079 | +31.5% | 0.37% | +30.2% |
| Q2 2023 | $877,741 | +114.0% | 3,102 | +88.7% | 0.28% | +92.6% |
| Q1 2023 | $410,079 | +6.5% | 1,644 | -9.0% | 0.15% | +3.5% |
| Q4 2022 | $385,089 | -42.6% | 1,807 | -42.4% | 0.14% | -49.1% |
| Q3 2022 | $671,000 | -18.4% | 3,138 | -14.9% | 0.28% | -8.2% |
| Q2 2022 | $822,000 | -47.1% | 3,687 | -31.7% | 0.31% | -38.4% |
| Q1 2022 | $1,553,000 | -47.6% | 5,399 | -41.6% | 0.50% | -48.1% |
| Q4 2021 | $2,965,000 | +16.1% | 9,241 | +5.0% | 0.96% | +4.0% |
| Q3 2021 | $2,554,000 | +12.0% | 8,801 | +10.7% | 0.92% | +15.0% |
| Q2 2021 | $2,280,000 | +37.3% | 7,951 | +23.0% | 0.80% | +22.3% |
| Q1 2021 | $1,661,000 | -27.7% | 6,462 | -28.7% | 0.65% | -34.4% |
| Q4 2020 | $2,297,000 | +30.4% | 9,066 | +17.2% | 1.00% | +21.3% |
| Q3 2020 | $1,761,000 | +18.6% | 7,736 | +5.3% | 0.82% | +17.3% |
| Q2 2020 | $1,485,000 | +551.3% | 7,347 | +406.0% | 0.70% | +411.7% |
| Q1 2020 | $228,000 | – | 1,452 | – | 0.14% | – |
Download | ||||||
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% |