VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,850 | +24.4% | 105,944 | +13.9% | 9.85% | +21.9% |
| Q1 2023 | $23,197 | +45.4% | 92,997 | +24.2% | 8.08% | +37.0% |
| Q4 2022 | $15,951 | -99.5% | 74,847 | +415.8% | 5.90% | +316.4% |
| Q3 2022 | $3,104,000 | +9.3% | 14,512 | +13.8% | 1.42% | +12.1% |
| Q2 2022 | $2,841,000 | -17.3% | 12,748 | +6.7% | 1.26% | -7.3% |
| Q1 2022 | $3,435,000 | -5.0% | 11,943 | +6.0% | 1.36% | -0.3% |
| Q4 2021 | $3,616,000 | +551.5% | 11,269 | +421.7% | 1.37% | +438.6% |
| Q1 2021 | $555,000 | +124.7% | 2,160 | +121.3% | 0.25% | +96.9% |
| Q4 2020 | $247,000 | – | 976 | – | 0.13% | – |
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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% |