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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $4,738,000 | +7.5% | 20,817 | -4.6% | 2.21% | +19.9% |
| Q2 2020 | $4,409,000 | +22.7% | 21,820 | -4.9% | 1.84% | +0.8% |
| Q1 2020 | $3,594,000 | -28.0% | 22,942 | -16.3% | 1.83% | -10.8% |
| Q4 2019 | $4,994,000 | +13.9% | 27,414 | +4.0% | 2.05% | +6.3% |
| Q3 2019 | $4,384,000 | +4.2% | 26,363 | +2.4% | 1.92% | +2.7% |
| Q2 2019 | $4,206,000 | +5.4% | 25,742 | +0.9% | 1.87% | +2.5% |
| Q1 2019 | $3,989,000 | +21.7% | 25,502 | +4.5% | 1.83% | +6.3% |
| Q4 2018 | $3,277,000 | +0.0% | 24,393 | +19.9% | 1.72% | +9.5% |
| Q3 2018 | $3,276,000 | +26.4% | 20,348 | +17.6% | 1.57% | +21.0% |
| Q2 2018 | $2,592,000 | +610.1% | 17,304 | +571.0% | 1.30% | +593.6% |
| Q1 2018 | $365,000 | +29.4% | 2,579 | +16.4% | 0.19% | -27.5% |
| Q2 2017 | $282,000 | +38.2% | 2,216 | +31.7% | 0.26% | +35.8% |
| Q1 2017 | $204,000 | – | 1,682 | – | 0.19% | – |
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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% |