VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $617,054 | -51.2% | 2,266 | -49.2% | 0.04% | -48.8% |
| Q2 2023 | $1,263,416 | +2.2% | 4,465 | -9.9% | 0.08% | -7.0% |
| Q1 2023 | $1,235,975 | +7.1% | 4,955 | -8.5% | 0.09% | +8.9% |
| Q4 2022 | $1,153,566 | -0.4% | 5,413 | 0.0% | 0.08% | -9.2% |
| Q3 2022 | $1,158,000 | +3.9% | 5,413 | +8.3% | 0.09% | +8.8% |
| Q2 2022 | $1,114,000 | +72.2% | 4,998 | +122.1% | 0.08% | +77.8% |
| Q1 2022 | $647,000 | -14.5% | 2,250 | -4.6% | 0.04% | -6.2% |
| Q4 2021 | $757,000 | +15.9% | 2,359 | +4.8% | 0.05% | +2.1% |
| Q3 2021 | $653,000 | – | 2,250 | – | 0.05% | – |
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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% |