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 | $296,001 | -3.8% | 1,087 | 0.0% | 0.05% | -2.1% |
| Q2 2023 | $307,578 | +0.9% | 1,087 | -11.0% | 0.05% | -12.7% |
| Q1 2023 | $304,816 | +17.0% | 1,222 | 0.0% | 0.06% | +12.2% |
| Q4 2022 | $260,420 | -20.4% | 1,222 | -20.0% | 0.05% | -3.9% |
| Q3 2022 | $327,000 | -4.1% | 1,528 | 0.0% | 0.05% | +6.2% |
| Q2 2022 | $341,000 | -22.3% | 1,528 | 0.0% | 0.05% | +9.1% |
| Q1 2022 | $439,000 | -10.4% | 1,528 | 0.0% | 0.04% | -6.4% |
| Q4 2021 | $490,000 | +10.6% | 1,528 | 0.0% | 0.05% | +4.4% |
| Q3 2021 | $443,000 | +1.1% | 1,528 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $438,000 | +4.8% | 1,528 | -6.1% | 0.05% | -9.8% |
| Q1 2021 | $418,000 | -7.1% | 1,628 | -8.4% | 0.05% | -12.1% |
| Q4 2020 | $450,000 | +27.1% | 1,778 | +14.2% | 0.06% | +28.9% |
| Q3 2020 | $354,000 | – | 1,557 | – | 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% |