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 | $551,458 | +5.0% | 2,025 | +9.1% | 0.07% | +7.8% |
| Q2 2023 | $525,228 | +15.8% | 1,856 | +2.1% | 0.06% | -1.5% |
| Q1 2023 | $453,531 | +11.2% | 1,818 | -5.0% | 0.06% | +12.1% |
| Q4 2022 | $407,971 | -23.7% | 1,914 | -23.5% | 0.06% | -39.6% |
| Q3 2022 | $535,000 | +21.6% | 2,502 | +26.6% | 0.10% | +26.3% |
| Q2 2022 | $440,000 | -30.5% | 1,976 | -10.3% | 0.08% | -7.3% |
| Q1 2022 | $633,000 | -7.0% | 2,202 | +3.6% | 0.08% | +1.2% |
| Q4 2021 | $681,000 | 0.0% | 2,125 | -9.6% | 0.08% | -12.9% |
| Q3 2021 | $681,000 | +54.1% | 2,350 | +54.2% | 0.09% | +50.0% |
| Q2 2021 | $442,000 | +28.5% | 1,524 | +13.9% | 0.06% | +8.8% |
| Q1 2021 | $344,000 | -15.7% | 1,338 | -17.0% | 0.06% | -20.8% |
| Q4 2020 | $408,000 | -19.0% | 1,613 | -25.0% | 0.07% | -37.4% |
| Q3 2020 | $504,000 | +30.6% | 2,151 | +12.5% | 0.12% | +23.7% |
| Q2 2020 | $386,000 | +19.5% | 1,912 | -7.3% | 0.09% | -19.1% |
| Q1 2020 | $323,000 | -29.0% | 2,062 | -17.6% | 0.12% | -5.0% |
| Q4 2019 | $455,000 | +40.0% | 2,501 | +27.6% | 0.12% | +18.6% |
| Q3 2019 | $325,000 | +27.5% | 1,960 | +26.8% | 0.10% | +22.9% |
| Q2 2019 | $255,000 | – | 1,546 | – | 0.08% | – |
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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% |