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 | $519,065 | -16.3% | 1,906 | -13.0% | 0.08% | -14.1% |
| Q2 2023 | $620,243 | +4.8% | 2,191 | -7.6% | 0.10% | -4.8% |
| Q1 2023 | $591,620 | +40.0% | 2,372 | +19.6% | 0.10% | +30.0% |
| Q4 2022 | $422,717 | +55.4% | 1,984 | +56.2% | 0.08% | +37.9% |
| Q3 2022 | $272,000 | +27.1% | 1,270 | +32.2% | 0.06% | +16.0% |
| Q2 2022 | $214,000 | -19.2% | 961 | +4.5% | 0.05% | -9.1% |
| Q1 2022 | $265,000 | +21.6% | 920 | +35.1% | 0.06% | +25.0% |
| Q4 2021 | $218,000 | +4.8% | 681 | -5.9% | 0.04% | -6.4% |
| Q2 2021 | $208,000 | -5.5% | 724 | -16.5% | 0.05% | -19.0% |
| Q4 2020 | $220,000 | – | 867 | – | 0.06% | – |
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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% |