VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,211,734 | -6.9% | 4,450 | 0.0% | 0.60% | -0.5% |
| Q2 2023 | $1,301,402 | +17.2% | 4,450 | 0.0% | 0.61% | +8.2% |
| Q1 2023 | $1,110,007 | +17.0% | 4,450 | 0.0% | 0.56% | +14.5% |
| Q4 2022 | $948,338 | -0.4% | 4,450 | 0.0% | 0.49% | -7.7% |
| Q3 2022 | $952,000 | -4.0% | 4,450 | 0.0% | 0.53% | 0.0% |
| Q2 2022 | $992,000 | -22.2% | 4,450 | +0.3% | 0.53% | -11.8% |
| Q1 2022 | $1,275,000 | -10.4% | 4,435 | 0.0% | 0.60% | -11.2% |
| Q4 2021 | $1,423,000 | +2.2% | 4,435 | 0.0% | 0.68% | +2.4% |
| Q3 2021 | $1,393,000 | +9.5% | 4,435 | 0.0% | 0.66% | +3.3% |
| Q2 2021 | $1,272,000 | +11.6% | 4,435 | 0.0% | 0.64% | +5.8% |
| Q1 2021 | $1,140,000 | +2.5% | 4,435 | 0.0% | 0.61% | -9.3% |
| Q4 2020 | $1,112,000 | +10.2% | 4,435 | 0.0% | 0.67% | +1.1% |
| Q3 2020 | $1,009,000 | +4.7% | 4,435 | 0.0% | 0.66% | +3.8% |
| Q2 2020 | $964,000 | – | 4,435 | – | 0.64% | – |
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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% |