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 | $24,372,710 | -5.0% | 89,504 | -1.3% | 1.64% | -9.4% |
| Q2 2023 | $25,649,009 | +39.4% | 90,645 | +22.9% | 1.82% | +28.2% |
| Q1 2023 | $18,396,312 | +27.1% | 73,750 | +8.6% | 1.42% | +0.4% |
| Q4 2022 | $14,478,362 | +7.7% | 67,938 | +8.1% | 1.41% | +0.5% |
| Q3 2022 | $13,448,000 | -19.7% | 62,860 | -16.3% | 1.40% | -11.1% |
| Q2 2022 | $16,743,000 | +15.9% | 75,120 | +49.6% | 1.58% | +30.2% |
| Q1 2022 | $14,444,000 | -5.0% | 50,225 | +6.0% | 1.21% | -5.2% |
| Q4 2021 | $15,203,000 | +21.8% | 47,376 | +10.1% | 1.28% | -9.3% |
| Q3 2021 | $12,484,000 | +2.0% | 43,025 | +0.8% | 1.41% | -4.1% |
| Q2 2021 | $12,240,000 | +6.9% | 42,677 | -4.2% | 1.47% | -19.7% |
| Q1 2021 | $11,448,000 | +0.4% | 44,539 | -1.1% | 1.83% | -23.2% |
| Q4 2020 | $11,405,000 | +13.6% | 45,019 | +2.0% | 2.38% | -3.4% |
| Q3 2020 | $10,042,000 | +21.4% | 44,122 | +7.7% | 2.47% | +3.4% |
| Q2 2020 | $8,275,000 | +80.2% | 40,950 | +39.7% | 2.39% | +52.1% |
| Q1 2020 | $4,593,000 | -8.2% | 29,314 | +6.7% | 1.57% | -37.8% |
| Q4 2019 | $5,005,000 | +8.9% | 27,478 | -0.5% | 2.52% | +8.5% |
| Q3 2019 | $4,594,000 | +13.5% | 27,627 | +11.8% | 2.33% | -40.9% |
| Q2 2019 | $4,046,000 | +4.4% | 24,702 | +0.0% | 3.94% | +18.9% |
| Q1 2019 | $3,874,000 | +15.6% | 24,699 | -1.0% | 3.31% | -1.2% |
| Q4 2018 | $3,350,000 | – | 24,941 | – | 3.35% | – |
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% |