VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $424,368 | -10.8% | 1,558 | -7.3% | 0.02% | -13.8% |
| Q2 2023 | $475,621 | +13.1% | 1,681 | -0.3% | 0.03% | +7.4% |
| Q1 2023 | $420,507 | +17.0% | 1,686 | -0.1% | 0.03% | +3.8% |
| Q4 2022 | $359,456 | +13.0% | 1,687 | +13.6% | 0.03% | -3.7% |
| Q3 2022 | $318,000 | -6.2% | 1,485 | -2.2% | 0.03% | -10.0% |
| Q2 2022 | $339,000 | -53.6% | 1,519 | -40.2% | 0.03% | -50.8% |
| Q1 2022 | $730,000 | +5.8% | 2,539 | +18.0% | 0.06% | +1.7% |
| Q4 2021 | $690,000 | +10.0% | 2,151 | -0.4% | 0.06% | -10.4% |
| Q3 2021 | $627,000 | +1.3% | 2,159 | 0.0% | 0.07% | -23.0% |
| Q2 2021 | $619,000 | -8.6% | 2,159 | -18.0% | 0.09% | -25.0% |
| Q1 2021 | $677,000 | +110.2% | 2,633 | +110.0% | 0.12% | +96.6% |
| Q4 2020 | $322,000 | +17.5% | 1,254 | +4.3% | 0.06% | 0.0% |
| Q3 2020 | $274,000 | +7.5% | 1,202 | 0.0% | 0.06% | +3.5% |
| Q2 2020 | $255,000 | -19.3% | 1,202 | -30.6% | 0.06% | -14.9% |
| Q4 2019 | $316,000 | +3.6% | 1,733 | -5.7% | 0.07% | -8.2% |
| Q3 2019 | $305,000 | +2.7% | 1,837 | +1.0% | 0.07% | 0.0% |
| Q2 2019 | $297,000 | +4.6% | 1,819 | +0.3% | 0.07% | +2.8% |
| Q1 2019 | $284,000 | – | 1,814 | – | 0.07% | – |
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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% |