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 | $450,673 | -3.8% | 1,655 | 0.0% | 0.19% | 0.0% |
| Q2 2023 | $468,299 | +16.0% | 1,655 | +2.3% | 0.19% | +8.6% |
| Q1 2023 | $403,594 | +116883.8% | 1,618 | 0.0% | 0.18% | +12.9% |
| Q4 2022 | $345 | -99.9% | 1,618 | 0.0% | 0.16% | -8.8% |
| Q3 2022 | $346,000 | -4.2% | 1,618 | 0.0% | 0.17% | +4.9% |
| Q2 2022 | $361,000 | -22.4% | 1,618 | 0.0% | 0.16% | -12.0% |
| Q1 2022 | $465,000 | -10.4% | 1,618 | 0.0% | 0.18% | -13.2% |
| Q4 2021 | $519,000 | +10.7% | 1,618 | 0.0% | 0.21% | +4.4% |
| Q3 2021 | $469,000 | +1.1% | 1,618 | 0.0% | 0.20% | -1.5% |
| Q2 2021 | $464,000 | +11.5% | 1,618 | 0.0% | 0.21% | +2.0% |
| Q1 2021 | $416,000 | +1.5% | 1,618 | 0.0% | 0.20% | -5.2% |
| Q4 2020 | $410,000 | +11.4% | 1,618 | 0.0% | 0.21% | +1.9% |
| Q3 2020 | $368,000 | – | 1,618 | – | 0.21% | – |
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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% |