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 | $1,845,445 | -3.8% | 6,777 | 0.0% | 0.54% | +2.9% |
| Q2 2023 | $1,917,620 | +4.5% | 6,777 | -7.9% | 0.52% | +8.9% |
| Q1 2023 | $1,835,629 | +17.0% | 7,359 | 0.0% | 0.48% | +3.0% |
| Q4 2022 | $1,568,276 | -1.1% | 7,359 | -0.7% | 0.47% | -4.1% |
| Q3 2022 | $1,586,000 | -4.0% | 7,411 | 0.0% | 0.49% | -5.4% |
| Q2 2022 | $1,652,000 | -22.5% | 7,411 | 0.0% | 0.52% | -16.0% |
| Q1 2022 | $2,131,000 | -9.8% | 7,411 | +0.7% | 0.61% | -16.8% |
| Q4 2021 | $2,362,000 | +10.6% | 7,359 | 0.0% | 0.74% | +6.3% |
| Q3 2021 | $2,135,000 | +1.1% | 7,359 | 0.0% | 0.69% | -5.1% |
| Q2 2021 | $2,111,000 | -36.3% | 7,359 | -42.9% | 0.73% | -46.4% |
| Q1 2021 | $3,315,000 | +1.4% | 12,898 | 0.0% | 1.36% | -8.4% |
| Q4 2020 | $3,268,000 | +11.3% | 12,898 | 0.0% | 1.49% | -3.6% |
| Q3 2020 | $2,936,000 | +12.6% | 12,898 | 0.0% | 1.54% | -2.6% |
| Q2 2020 | $2,607,000 | +29.0% | 12,898 | 0.0% | 1.58% | +5.2% |
| Q1 2020 | $2,021,000 | -14.0% | 12,898 | 0.0% | 1.51% | +16.8% |
| Q4 2019 | $2,350,000 | +9.6% | 12,898 | 0.0% | 1.29% | +6.5% |
| Q3 2019 | $2,145,000 | +1.8% | 12,898 | 0.0% | 1.21% | -7.5% |
| Q2 2019 | $2,107,000 | – | 12,898 | – | 1.31% | – |
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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% |