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 | $231,191 | -3.8% | 849 | 0.0% | 0.20% | -0.5% |
| Q2 2023 | $240,233 | +13.4% | 849 | 0.0% | 0.20% | +8.7% |
| Q1 2023 | $211,775 | +17.0% | 849 | 0.0% | 0.18% | +21.9% |
| Q4 2022 | $180,930 | -0.6% | 849 | 0.0% | 0.15% | -5.6% |
| Q3 2022 | $182,000 | -3.7% | 849 | 0.0% | 0.16% | +10.3% |
| Q2 2022 | $189,000 | -22.5% | 849 | 0.0% | 0.14% | -9.9% |
| Q1 2022 | $244,000 | -10.3% | 849 | 0.0% | 0.16% | -1.8% |
| Q4 2021 | $272,000 | +10.6% | 849 | 0.0% | 0.16% | +16.3% |
| Q3 2021 | $246,000 | +0.8% | 849 | 0.0% | 0.14% | -53.0% |
| Q2 2021 | $244,000 | +11.9% | 849 | 0.0% | 0.30% | +1.4% |
| Q1 2021 | $218,000 | -3.5% | 849 | 0.0% | 0.30% | +218.3% |
| Q4 2020 | $226,000 | – | 849 | – | 0.09% | – |
Download | ||||||
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% |