VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,973,653 | +1.9% | 128,433 | +5.9% | 3.20% | +5.7% |
| Q2 2023 | $34,324,268 | +230.3% | 121,304 | +191.2% | 3.02% | +212.1% |
| Q1 2023 | $10,390,770 | +1068.1% | 41,656 | +898.0% | 0.97% | +988.8% |
| Q4 2022 | $889,521 | +13.7% | 4,174 | +14.2% | 0.09% | +8.5% |
| Q3 2022 | $782,000 | -3.7% | 3,654 | +0.4% | 0.08% | -1.2% |
| Q2 2022 | $812,000 | -24.4% | 3,641 | -2.5% | 0.08% | -10.8% |
| Q1 2022 | $1,074,000 | -10.1% | 3,733 | +0.2% | 0.09% | -16.2% |
| Q4 2021 | $1,195,000 | +7.6% | 3,724 | -2.7% | 0.11% | -3.5% |
| Q3 2021 | $1,111,000 | -1.0% | 3,829 | -2.1% | 0.12% | -5.0% |
| Q2 2021 | $1,122,000 | +12.1% | 3,911 | +0.5% | 0.12% | +1.7% |
| Q1 2021 | $1,001,000 | -2.4% | 3,893 | -3.8% | 0.12% | -10.5% |
| Q4 2020 | $1,026,000 | +12.0% | 4,048 | +0.5% | 0.13% | -5.0% |
| Q3 2020 | $916,000 | +8.8% | 4,026 | -3.3% | 0.14% | +4.5% |
| Q2 2020 | $842,000 | +105.9% | 4,164 | +59.5% | 0.13% | +34.0% |
| Q1 2020 | $409,000 | -32.6% | 2,611 | -42.2% | 0.10% | -14.5% |
| Q4 2018 | $607,000 | – | 4,519 | – | 0.12% | – |
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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% |