VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,520,984 | -2.0% | 38,674 | +1.9% | 1.89% | +0.3% |
| Q2 2023 | $10,737,868 | +3.6% | 37,948 | -8.7% | 1.89% | -2.4% |
| Q1 2023 | $10,363,174 | +17.9% | 41,546 | +0.7% | 1.93% | +6.4% |
| Q4 2022 | $8,789,432 | -10.5% | 41,244 | -10.2% | 1.82% | -19.5% |
| Q3 2022 | $9,826,000 | -2.2% | 45,924 | +1.9% | 2.26% | +6.7% |
| Q2 2022 | $10,045,000 | -19.0% | 45,067 | +4.6% | 2.12% | -4.9% |
| Q1 2022 | $12,394,000 | +1.1% | 43,096 | +12.8% | 2.23% | +3.5% |
| Q4 2021 | $12,260,000 | +13.3% | 38,206 | +2.4% | 2.15% | -18.2% |
| Q3 2021 | $10,825,000 | +10.3% | 37,306 | +9.2% | 2.63% | +5.2% |
| Q2 2021 | $9,818,000 | -13.9% | 34,169 | -23.0% | 2.50% | -20.7% |
| Q1 2021 | $11,405,000 | +5.2% | 44,370 | +3.7% | 3.15% | +0.7% |
| Q4 2020 | $10,844,000 | +7.6% | 42,803 | -3.4% | 3.13% | -7.6% |
| Q3 2020 | $10,082,000 | +11.9% | 44,294 | -0.6% | 3.39% | +1.5% |
| Q2 2020 | $9,007,000 | +23.7% | 44,570 | -4.1% | 3.34% | +0.7% |
| Q1 2020 | $7,280,000 | -15.0% | 46,464 | -1.1% | 3.32% | +1.1% |
| Q4 2019 | $8,562,000 | +12.4% | 47,002 | +2.6% | 3.28% | -5.4% |
| Q3 2019 | $7,615,000 | -5.8% | 45,796 | -7.4% | 3.46% | -27.2% |
| Q2 2019 | $8,083,000 | +4.5% | 49,468 | +0.0% | 4.76% | -10.5% |
| Q1 2019 | $7,737,000 | – | 49,461 | – | 5.32% | – |
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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% |