VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,820 | -3.8% | 866 | 0.0% | 0.06% | -7.1% |
| Q2 2023 | $245,043 | +11.4% | 866 | +13.1% | 0.07% | -2.8% |
| Q1 2022 | $220,000 | -11.6% | 766 | -1.4% | 0.07% | -6.5% |
| Q4 2021 | $249,000 | -6.0% | 777 | -14.8% | 0.08% | -18.1% |
| Q3 2021 | $265,000 | +1.1% | 912 | 0.0% | 0.09% | -3.1% |
| Q2 2021 | $262,000 | +12.0% | 912 | 0.0% | 0.10% | +6.6% |
| Q1 2021 | $234,000 | +1.3% | 912 | 0.0% | 0.09% | -18.0% |
| Q4 2020 | $231,000 | +11.1% | 912 | 0.0% | 0.11% | +12.1% |
| Q3 2020 | $208,000 | – | 912 | – | 0.10% | – |
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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% |