VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,641,321 | +15.5% | 68,456 | +20.0% | 2.79% | +12.5% |
| Q2 2023 | $16,138,972 | +12.7% | 57,036 | -0.6% | 2.48% | +2.8% |
| Q1 2023 | $14,319,132 | +19.1% | 57,405 | +1.7% | 2.41% | +12.2% |
| Q4 2022 | $12,024,209 | +15.1% | 56,422 | +15.5% | 2.15% | +1.7% |
| Q3 2022 | $10,448,000 | -4.5% | 48,835 | -0.5% | 2.11% | +1.9% |
| Q2 2022 | $10,942,000 | -25.4% | 49,089 | -3.8% | 2.07% | -14.9% |
| Q1 2022 | $14,672,000 | -22.6% | 51,014 | -13.7% | 2.44% | -18.5% |
| Q4 2021 | $18,960,000 | +60.4% | 59,084 | +45.0% | 2.99% | +45.4% |
| Q3 2021 | $11,822,000 | – | 40,741 | – | 2.06% | – |
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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% |