VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $10,720,000 | +5.2% | 33,406 | -4.9% | 4.96% | +1.3% |
| Q3 2021 | $10,191,000 | -1.4% | 35,121 | -2.5% | 4.89% | -1.4% |
| Q2 2021 | $10,333,000 | +8.2% | 36,027 | -3.1% | 4.97% | +12.8% |
| Q1 2021 | $9,554,000 | -7.5% | 37,168 | -8.9% | 4.40% | -11.2% |
| Q4 2020 | $10,332,000 | -13.4% | 40,784 | -22.2% | 4.96% | -4.0% |
| Q3 2020 | $11,925,000 | +6.9% | 52,394 | -5.1% | 5.16% | +7.2% |
| Q2 2020 | $11,156,000 | +28.9% | 55,205 | -0.1% | 4.82% | +12.4% |
| Q1 2020 | $8,658,000 | -21.0% | 55,255 | -0.5% | 4.28% | -5.5% |
| Q4 2019 | $10,954,000 | +15.1% | 55,515 | -3.0% | 4.54% | +9.9% |
| Q3 2019 | $9,521,000 | +1.0% | 57,256 | -0.8% | 4.13% | -0.7% |
| Q2 2019 | $9,429,000 | +3.0% | 57,710 | -1.4% | 4.15% | -4.0% |
| Q1 2019 | $9,154,000 | +11.7% | 58,519 | -4.1% | 4.33% | +4.3% |
| Q4 2018 | $8,196,000 | -11.1% | 61,014 | +0.5% | 4.15% | -5.2% |
| Q3 2018 | $9,217,000 | -2.0% | 60,699 | -3.3% | 4.38% | -4.8% |
| Q2 2018 | $9,402,000 | +2.1% | 62,759 | -3.3% | 4.60% | -2.8% |
| Q1 2018 | $9,205,000 | -1.9% | 64,878 | -2.7% | 4.73% | -2.3% |
| Q4 2017 | $9,382,000 | +3.6% | 66,707 | -2.2% | 4.84% | -3.1% |
| Q3 2017 | $9,052,000 | +2.0% | 68,186 | -2.4% | 5.00% | -11.9% |
| Q2 2017 | $8,874,000 | +2.4% | 69,852 | -1.9% | 5.68% | -2.6% |
| Q1 2017 | $8,662,000 | +14.3% | 71,195 | +4.7% | 5.82% | -2.8% |
| Q4 2016 | $7,581,000 | -4.3% | 68,002 | -3.6% | 5.99% | -9.1% |
| Q3 2016 | $7,922,000 | +1.2% | 70,552 | -3.4% | 6.59% | -2.9% |
| Q2 2016 | $7,830,000 | +0.1% | 73,037 | -0.7% | 6.79% | -4.4% |
| Q1 2016 | $7,826,000 | -0.5% | 73,520 | -0.6% | 7.10% | -6.5% |
| Q4 2015 | $7,869,000 | +5.3% | 73,968 | -0.8% | 7.59% | +0.6% |
| Q3 2015 | $7,475,000 | -7.0% | 74,531 | -0.7% | 7.54% | -2.7% |
| Q2 2015 | $8,037,000 | – | 75,080 | – | 7.75% | – |
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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% |