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 | $2,164,028 | +3.0% | 7,947 | +7.0% | 0.63% | -8.6% |
| Q2 2023 | $2,101,039 | +13.1% | 7,425 | -0.3% | 0.69% | +21.0% |
| Q1 2023 | $1,857,258 | +8.8% | 7,446 | -7.1% | 0.57% | +14.1% |
| Q4 2022 | $1,707,389 | +34.1% | 8,012 | +34.7% | 0.50% | +30.7% |
| Q3 2022 | $1,273,000 | -4.9% | 5,950 | -0.9% | 0.38% | +1.6% |
| Q2 2022 | $1,338,000 | -34.8% | 6,002 | -15.9% | 0.38% | -27.3% |
| Q1 2022 | $2,051,000 | -51.6% | 7,133 | -45.7% | 0.52% | -59.0% |
| Q4 2021 | $4,241,000 | +15.4% | 13,125 | +3.6% | 1.26% | +1.0% |
| Q3 2021 | $3,675,000 | +7.3% | 12,663 | +6.0% | 1.24% | +8.5% |
| Q2 2021 | $3,426,000 | -9.5% | 11,945 | -18.9% | 1.15% | -25.4% |
| Q1 2021 | $3,786,000 | -0.6% | 14,730 | -2.0% | 1.54% | -4.1% |
| Q4 2020 | $3,809,000 | – | 15,034 | – | 1.60% | – |
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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% |