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 | $15,249 | +73.3% | 56 | +69.7% | 0.01% | +66.7% |
| Q2 2023 | $8,799 | +6.9% | 33 | 0.0% | 0.01% | +20.0% |
| Q1 2023 | $8,232 | +17.0% | 33 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $7,033 | +0.5% | 33 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 33 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $7,000 | -22.2% | 33 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $9,000 | -47.1% | 33 | -37.7% | 0.01% | -50.0% |
| Q4 2021 | $17,000 | -19.0% | 53 | -25.4% | 0.01% | -23.1% |
| Q3 2021 | $21,000 | +5.0% | 71 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $20,000 | +11.1% | 71 | 0.0% | 0.01% | +9.1% |
| Q1 2021 | $18,000 | 0.0% | 71 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $18,000 | -21.7% | 71 | -29.7% | 0.01% | -29.4% |
| Q3 2020 | $23,000 | +15.0% | 101 | 0.0% | 0.02% | +13.3% |
| Q2 2020 | $20,000 | +25.0% | 101 | 0.0% | 0.02% | +7.1% |
| Q1 2020 | $16,000 | -11.1% | 101 | 0.0% | 0.01% | +7.7% |
| Q4 2019 | $18,000 | +5.9% | 101 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $17,000 | 0.0% | 101 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | +6.2% | 101 | 0.0% | 0.01% | +8.3% |
| Q1 2019 | $16,000 | – | 101 | – | 0.01% | – |
Download | ||||||
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% |