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 | $36,217 | -38.8% | 133 | -36.4% | 0.03% | -36.0% |
| Q2 2023 | $59,139 | +13.4% | 209 | 0.0% | 0.05% | +11.1% |
| Q1 2023 | $52,133 | +17.0% | 209 | 0.0% | 0.04% | +15.4% |
| Q4 2022 | $44,540 | -1.0% | 209 | 0.0% | 0.04% | -20.4% |
| Q3 2022 | $45,000 | -4.3% | 209 | 0.0% | 0.05% | -10.9% |
| Q2 2022 | $47,000 | -21.7% | 209 | 0.0% | 0.06% | -21.4% |
| Q1 2022 | $60,000 | +42.9% | 209 | +58.3% | 0.07% | +62.8% |
| Q4 2021 | $42,000 | +10.5% | 132 | 0.0% | 0.04% | +16.2% |
| Q3 2021 | $38,000 | 0.0% | 132 | 0.0% | 0.04% | +2.8% |
| Q2 2021 | $38,000 | +11.8% | 132 | 0.0% | 0.04% | +9.1% |
| Q1 2021 | $34,000 | +3.0% | 132 | 0.0% | 0.03% | -13.2% |
| Q4 2020 | $33,000 | +10.0% | 132 | 0.0% | 0.04% | -15.6% |
| Q3 2020 | $30,000 | +11.1% | 132 | 0.0% | 0.04% | +18.4% |
| Q2 2020 | $27,000 | +28.6% | 132 | 0.0% | 0.04% | +15.2% |
| Q1 2020 | $21,000 | -12.5% | 132 | 0.0% | 0.03% | -5.7% |
| Q4 2019 | $24,000 | +9.1% | 132 | 0.0% | 0.04% | -2.8% |
| Q3 2019 | $22,000 | – | 132 | – | 0.04% | – |
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% |