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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $621,139 | -3.8% | 2,281 | 0.0% | 0.09% | +1.2% |
| Q2 2023 | $645,432 | +12.1% | 2,281 | -1.3% | 0.09% | +7.5% |
| Q1 2023 | $576,000 | +118908.3% | 2,311 | +1.8% | 0.08% | +19.4% |
| Q4 2022 | $484 | -99.9% | 2,271 | -10.0% | 0.07% | -17.3% |
| Q3 2022 | $540,000 | -62.1% | 2,523 | -60.5% | 0.08% | -59.1% |
| Q2 2022 | $1,424,000 | -23.0% | 6,388 | -0.6% | 0.20% | -6.6% |
| Q1 2022 | $1,849,000 | -9.1% | 6,429 | +1.4% | 0.21% | -5.8% |
| Q4 2021 | $2,034,000 | +10.5% | 6,339 | -0.0% | 0.22% | +2.3% |
| Q3 2021 | $1,840,000 | -0.3% | 6,342 | -1.4% | 0.22% | +1.9% |
| Q2 2021 | $1,846,000 | +11.7% | 6,435 | +0.1% | 0.22% | +5.4% |
| Q1 2021 | $1,652,000 | -0.7% | 6,428 | -2.1% | 0.20% | -8.5% |
| Q4 2020 | $1,664,000 | +132.7% | 6,568 | +109.1% | 0.22% | +107.4% |
| Q3 2020 | $715,000 | +34.4% | 3,141 | +19.3% | 0.11% | +25.6% |
| Q2 2020 | $532,000 | +163.4% | 2,632 | +104.0% | 0.09% | +120.5% |
| Q1 2020 | $202,000 | – | 1,290 | – | 0.04% | – |
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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% |