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 | $361,124 | +117.5% | 1,326 | +132.2% | 0.08% | +102.5% |
| Q3 2021 | $166,000 | +33.9% | 571 | +32.2% | 0.04% | +25.0% |
| Q2 2021 | $124,000 | +11.7% | 432 | 0.0% | 0.03% | +3.2% |
| Q1 2021 | $111,000 | +20.7% | 432 | +19.3% | 0.03% | +3.3% |
| Q4 2020 | $92,000 | +12.2% | 362 | 0.0% | 0.03% | -9.1% |
| Q3 2020 | $82,000 | +12.3% | 362 | 0.0% | 0.03% | +3.1% |
| Q2 2020 | $73,000 | +28.1% | 362 | 0.0% | 0.03% | +14.3% |
| Q1 2020 | $57,000 | -13.6% | 362 | 0.0% | 0.03% | +40.0% |
| Q4 2019 | $66,000 | -53.5% | 362 | -57.6% | 0.02% | -56.5% |
| Q3 2019 | $142,000 | +2.2% | 853 | 0.0% | 0.05% | +15.0% |
| Q2 2019 | $139,000 | +4.5% | 853 | 0.0% | 0.04% | +2.6% |
| Q1 2019 | $133,000 | +15.7% | 853 | 0.0% | 0.04% | +2.6% |
| Q4 2018 | $115,000 | – | 853 | – | 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% |