VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,403,254 | -3.6% | 368,709 | +0.2% | 8.78% | +3.5% |
| Q2 2023 | $104,110,547 | +6.3% | 367,934 | -6.3% | 8.49% | +7.9% |
| Q1 2023 | $97,964,470 | +20.7% | 392,738 | +3.2% | 7.87% | +16.8% |
| Q4 2022 | $81,137,843 | -15.6% | 380,732 | -15.2% | 6.74% | -22.1% |
| Q3 2022 | $96,094,000 | -0.0% | 449,143 | +4.2% | 8.65% | +1.2% |
| Q2 2022 | $96,098,000 | -15.8% | 431,144 | +8.7% | 8.55% | +5.5% |
| Q1 2022 | $114,084,000 | -9.9% | 396,677 | +0.5% | 8.10% | -7.1% |
| Q4 2021 | $126,648,000 | +12.6% | 394,664 | +1.9% | 8.73% | -2.7% |
| Q3 2021 | $112,435,000 | +1.0% | 387,481 | -0.1% | 8.96% | -1.1% |
| Q2 2021 | $111,293,000 | +11.6% | 388,038 | +0.0% | 9.06% | -0.1% |
| Q1 2021 | $99,720,000 | +8.0% | 387,955 | +6.4% | 9.07% | +3.1% |
| Q4 2020 | $92,347,000 | +15.0% | 364,517 | +3.3% | 8.80% | +5.1% |
| Q3 2020 | $80,289,000 | +16.6% | 352,746 | +3.5% | 8.36% | +16.1% |
| Q2 2020 | $68,878,000 | +132.5% | 340,830 | +80.2% | 7.21% | +100.3% |
| Q1 2020 | $29,630,000 | +111.8% | 189,097 | +146.2% | 3.60% | +205.0% |
| Q4 2019 | $13,992,000 | +41.6% | 76,805 | +29.2% | 1.18% | -14.4% |
| Q3 2019 | $9,883,000 | +202.4% | 59,437 | +197.2% | 1.38% | +188.3% |
| Q2 2019 | $3,268,000 | +708.9% | 20,000 | +674.3% | 0.48% | +785.2% |
| Q1 2019 | $404,000 | +16.4% | 2,583 | 0.0% | 0.05% | +14.9% |
| Q4 2018 | $347,000 | +33.0% | 2,583 | +59.2% | 0.05% | +14.6% |
| Q3 2018 | $261,000 | +7.4% | 1,622 | 0.0% | 0.04% | +5.1% |
| Q2 2018 | $243,000 | +5.7% | 1,622 | 0.0% | 0.04% | +2.6% |
| Q1 2018 | $230,000 | +0.9% | 1,622 | 0.0% | 0.04% | +5.6% |
| Q4 2017 | $228,000 | +6.0% | 1,622 | 0.0% | 0.04% | +2.9% |
| Q3 2017 | $215,000 | +4.4% | 1,622 | 0.0% | 0.04% | +16.7% |
| Q2 2017 | $206,000 | -8.4% | 1,622 | -24.9% | 0.03% | -18.9% |
| Q4 2014 | $225,000 | – | 2,160 | – | 0.04% | – |
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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% |