VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $656,939 | +59.5% | 2,412 | +65.7% | 0.08% | +60.4% |
| Q2 2023 | $411,896 | +13.6% | 1,456 | +0.1% | 0.05% | +6.0% |
| Q1 2023 | $362,675 | +17.2% | 1,454 | +0.1% | 0.05% | +2.0% |
| Q4 2022 | $309,418 | -15.7% | 1,452 | -15.3% | 0.05% | -26.9% |
| Q3 2022 | $367,000 | +82.6% | 1,715 | +90.6% | 0.07% | +86.1% |
| Q2 2022 | $201,000 | -29.0% | 900 | -8.4% | 0.04% | -28.0% |
| Q1 2022 | $283,000 | -7.5% | 983 | +3.3% | 0.05% | -15.3% |
| Q4 2021 | $306,000 | +6.6% | 952 | -3.7% | 0.06% | -10.6% |
| Q3 2021 | $287,000 | +3.2% | 989 | +2.0% | 0.07% | -2.9% |
| Q2 2021 | $278,000 | +5.3% | 970 | -5.6% | 0.07% | -11.7% |
| Q1 2021 | $264,000 | – | 1,027 | – | 0.08% | – |
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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% |