VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,257 | -5.9% | 783 | -2.2% | 0.08% | -8.5% |
| Q2 2023 | $226,690 | +10.0% | 801 | -3.0% | 0.08% | +6.5% |
| Q1 2023 | $206,072 | +16.5% | 826 | -0.5% | 0.08% | +16.7% |
| Q4 2022 | $176,881 | -41.6% | 830 | -21.1% | 0.07% | -2.9% |
| Q1 2022 | $303,000 | -10.9% | 1,052 | -0.7% | 0.07% | +9.7% |
| Q4 2021 | $340,000 | +43.5% | 1,059 | +29.8% | 0.06% | +34.8% |
| Q3 2021 | $237,000 | +2.6% | 816 | +1.2% | 0.05% | +2.2% |
| Q2 2021 | $231,000 | – | 806 | – | 0.04% | – |
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% |