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 | $33,002,489 | +17.6% | 121,195 | +22.2% | 3.50% | +13.1% |
| Q2 2023 | $28,061,169 | +25.7% | 99,170 | +10.8% | 3.09% | +11.4% |
| Q1 2023 | $22,318,554 | +28.7% | 89,474 | +10.0% | 2.78% | +5.8% |
| Q4 2022 | $17,341,811 | +111.5% | 81,375 | +112.3% | 2.63% | +39.9% |
| Q3 2022 | $8,201,000 | +116.2% | 38,330 | +125.2% | 1.88% | +91.9% |
| Q2 2022 | $3,794,000 | -3.1% | 17,019 | +25.0% | 0.98% | -1.5% |
| Q1 2022 | $3,917,000 | -1.2% | 13,619 | +10.2% | 0.99% | -10.5% |
| Q4 2021 | $3,966,000 | – | 12,359 | – | 1.11% | – |
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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% |