VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,424,226 | +19.3% | 5,230 | +24.0% | 0.14% | +17.8% |
| Q2 2023 | $1,193,706 | +180.7% | 4,219 | +147.4% | 0.12% | +136.0% |
| Q1 2023 | $425,316 | +22.2% | 1,705 | +4.4% | 0.05% | +22.0% |
| Q4 2022 | $348,093 | -20.3% | 1,633 | -20.0% | 0.04% | -28.1% |
| Q3 2022 | $437,000 | +3.6% | 2,041 | +7.8% | 0.06% | +11.8% |
| Q2 2022 | $422,000 | -23.1% | 1,893 | -0.8% | 0.05% | -15.0% |
| Q1 2022 | $549,000 | -4.0% | 1,908 | +7.0% | 0.06% | -11.8% |
| Q4 2021 | $572,000 | +10.6% | 1,783 | 0.0% | 0.07% | +4.6% |
| Q3 2021 | $517,000 | +3.0% | 1,783 | +1.8% | 0.06% | +3.2% |
| Q2 2021 | $502,000 | 0.0% | 1,752 | -10.2% | 0.06% | -11.3% |
| Q1 2021 | $502,000 | +1.8% | 1,951 | +0.2% | 0.07% | -2.7% |
| Q4 2020 | $493,000 | +7.9% | 1,947 | -3.0% | 0.07% | -15.1% |
| Q3 2020 | $457,000 | -22.8% | 2,007 | -31.5% | 0.09% | -28.3% |
| Q2 2020 | $592,000 | -15.1% | 2,931 | -34.1% | 0.12% | -29.4% |
| Q1 2020 | $697,000 | +302.9% | 4,446 | +368.0% | 0.17% | +269.6% |
| Q4 2019 | $173,000 | -6.5% | 950 | -14.6% | 0.05% | -11.5% |
| Q3 2019 | $185,000 | -5.1% | 1,113 | -4.2% | 0.05% | -11.9% |
| Q2 2019 | $195,000 | -2.5% | 1,162 | -8.9% | 0.06% | -20.3% |
| Q1 2019 | $200,000 | +70.9% | 1,276 | +46.3% | 0.07% | +48.0% |
| Q4 2018 | $117,000 | -43.2% | 872 | -40.6% | 0.05% | -58.7% |
| Q4 2017 | $206,000 | -52.1% | 1,467 | -54.8% | 0.12% | -54.2% |
| Q3 2017 | $430,000 | +11.4% | 3,242 | +6.7% | 0.26% | +3.9% |
| Q2 2017 | $386,000 | +31.3% | 3,039 | +25.9% | 0.25% | +17.6% |
| Q1 2017 | $294,000 | – | 2,414 | – | 0.22% | – |
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% |