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 | $974,870 | -3.8% | 3,580 | 0.0% | 0.18% | -1.1% |
| Q2 2023 | $1,012,997 | -70.0% | 3,580 | -73.6% | 0.18% | -69.9% |
| Q1 2023 | $3,378,916 | +17.0% | 13,546 | 0.0% | 0.59% | +8.8% |
| Q4 2022 | $2,886,788 | +276.9% | 13,546 | +278.4% | 0.55% | +223.1% |
| Q3 2022 | $766,000 | -4.0% | 3,580 | 0.0% | 0.17% | -1.2% |
| Q2 2022 | $798,000 | -22.5% | 3,580 | 0.0% | 0.17% | -11.4% |
| Q1 2022 | $1,030,000 | -87.9% | 3,580 | -86.5% | 0.19% | -86.2% |
| Q4 2021 | $8,519,000 | +10.6% | 26,546 | 0.0% | 1.40% | +2.5% |
| Q3 2021 | $7,703,000 | -10.2% | 26,546 | -11.2% | 1.37% | -10.2% |
| Q2 2021 | $8,574,000 | +3.6% | 29,896 | -7.1% | 1.52% | -4.0% |
| Q1 2021 | $8,276,000 | +1.5% | 32,196 | 0.0% | 1.59% | -6.9% |
| Q4 2020 | $8,157,000 | +8.0% | 32,196 | -3.0% | 1.70% | -9.9% |
| Q3 2020 | $7,556,000 | +12.6% | 33,196 | 0.0% | 1.89% | -20.5% |
| Q2 2020 | $6,709,000 | +29.0% | 33,196 | 0.0% | 2.38% | +0.3% |
| Q1 2020 | $5,201,000 | -14.0% | 33,196 | 0.0% | 2.38% | +5.5% |
| Q4 2019 | $6,047,000 | +12.7% | 33,196 | +2.9% | 2.25% | +5.1% |
| Q3 2019 | $5,365,000 | +4.0% | 32,267 | +2.2% | 2.14% | +5.7% |
| Q2 2019 | $5,159,000 | +1.6% | 31,577 | -2.7% | 2.03% | +9.1% |
| Q1 2019 | $5,076,000 | +11.2% | 32,454 | -4.5% | 1.86% | -0.6% |
| Q4 2018 | $4,566,000 | – | 33,989 | – | 1.87% | – |
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% |