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 | $2,330 | +4.6% | 8,557 | +8.6% | 0.71% | +12.3% |
| Q2 2023 | $2,228 | +41.6% | 7,876 | +24.9% | 0.64% | +38.9% |
| Q1 2023 | $1,573 | +13.2% | 6,304 | -3.3% | 0.46% | +8.8% |
| Q4 2022 | $1,389 | -99.9% | 6,519 | -21.8% | 0.42% | -27.7% |
| Q3 2022 | $1,783,000 | +18.2% | 8,334 | +23.2% | 0.58% | +29.3% |
| Q2 2022 | $1,509,000 | -22.1% | 6,767 | +0.5% | 0.45% | -11.8% |
| Q1 2022 | $1,937,000 | -7.6% | 6,735 | +3.1% | 0.51% | -6.1% |
| Q4 2021 | $2,096,000 | +26.3% | 6,534 | +14.2% | 0.54% | +15.3% |
| Q3 2021 | $1,660,000 | +58.1% | 5,722 | +56.3% | 0.47% | +55.4% |
| Q2 2021 | $1,050,000 | +16.5% | 3,662 | +4.4% | 0.30% | -5.0% |
| Q1 2021 | $901,000 | – | 3,506 | – | 0.32% | – |
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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% |