VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,516,458 | -4.4% | 45,964 | -0.6% | 1.44% | +2.1% |
| Q2 2023 | $13,086,628 | +12.3% | 46,249 | -1.0% | 1.42% | +5.6% |
| Q1 2023 | $11,652,340 | +16.5% | 46,714 | -0.5% | 1.34% | +11.4% |
| Q4 2022 | $10,003,598 | +2.2% | 46,941 | +2.6% | 1.20% | -5.9% |
| Q3 2022 | $9,787,000 | -4.6% | 45,755 | -0.7% | 1.28% | +1.9% |
| Q2 2022 | $10,263,000 | -25.7% | 46,075 | -4.1% | 1.26% | -8.1% |
| Q1 2022 | $13,817,000 | -12.5% | 48,060 | -2.5% | 1.36% | -12.6% |
| Q4 2021 | $15,797,000 | +28.2% | 49,268 | +16.1% | 1.56% | +13.0% |
| Q3 2021 | $12,318,000 | +0.4% | 42,438 | -0.8% | 1.38% | -1.1% |
| Q2 2021 | $12,267,000 | +11.0% | 42,801 | -0.3% | 1.40% | +13.2% |
| Q1 2021 | $11,050,000 | +1.8% | 42,940 | +0.3% | 1.23% | -4.7% |
| Q4 2020 | $10,856,000 | +11.2% | 42,812 | -0.1% | 1.30% | -4.9% |
| Q3 2020 | $9,764,000 | +11.6% | 42,850 | -1.1% | 1.36% | +1.9% |
| Q2 2020 | $8,746,000 | +34.1% | 43,334 | +4.0% | 1.34% | +7.3% |
| Q1 2020 | $6,524,000 | -13.4% | 41,651 | +0.7% | 1.25% | +16.1% |
| Q4 2019 | $7,530,000 | +9.9% | 41,359 | -0.2% | 1.07% | -1.9% |
| Q3 2019 | $6,852,000 | +0.6% | 41,430 | -0.7% | 1.09% | -0.7% |
| Q2 2019 | $6,810,000 | +1.7% | 41,724 | -2.5% | 1.10% | +3.1% |
| Q1 2019 | $6,698,000 | +19.2% | 42,815 | +2.5% | 1.07% | +6.3% |
| Q4 2018 | $5,620,000 | -15.8% | 41,755 | +0.7% | 1.01% | -11.8% |
| Q3 2018 | $6,677,000 | +10.8% | 41,455 | -2.2% | 1.14% | +15.6% |
| Q1 2018 | $6,027,000 | +1.9% | 42,390 | +0.9% | 0.99% | -3.1% |
| Q4 2017 | $5,912,000 | +2.6% | 42,025 | -3.1% | 1.02% | -1.3% |
| Q3 2017 | $5,760,000 | +1.9% | 43,349 | -2.4% | 1.03% | +1.0% |
| Q2 2017 | $5,651,000 | +3.9% | 44,414 | -0.8% | 1.02% | +0.7% |
| Q1 2017 | $5,439,000 | +9.0% | 44,767 | -0.0% | 1.01% | +2.7% |
| Q4 2016 | $4,991,000 | +3.6% | 44,789 | +4.5% | 0.99% | -1.6% |
| Q3 2016 | $4,816,000 | +5.6% | 42,879 | +0.8% | 1.00% | +1.6% |
| Q2 2016 | $4,562,000 | +0.8% | 42,550 | +0.1% | 0.99% | -5.4% |
| Q1 2016 | $4,524,000 | -1.1% | 42,487 | -1.1% | 1.04% | -2.6% |
| Q4 2015 | $4,573,000 | +10.6% | 42,970 | +4.9% | 1.07% | +7.6% |
| Q3 2015 | $4,133,000 | -6.2% | 40,970 | -0.4% | 1.00% | -2.8% |
| Q2 2015 | $4,407,000 | +2.0% | 41,143 | -0.3% | 1.02% | +3.0% |
| Q1 2015 | $4,322,000 | +1.3% | 41,275 | +1.1% | 0.99% | -5.9% |
| Q4 2014 | $4,267,000 | +9.0% | 40,836 | +3.8% | 1.06% | +6.5% |
| Q3 2014 | $3,916,000 | – | 39,342 | – | 0.99% | – |
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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% |