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 | $328,630 | -3.8% | 1,207 | 0.0% | 0.19% | +2.7% |
| Q2 2023 | $341,461 | +11.1% | 1,207 | -2.0% | 0.18% | +1.7% |
| Q1 2023 | $307,228 | +10.0% | 1,232 | -6.0% | 0.18% | +0.6% |
| Q4 2022 | $279,296 | +1.2% | 1,311 | +1.5% | 0.18% | -10.4% |
| Q3 2022 | $276,000 | -2.1% | 1,291 | +2.0% | 0.20% | +2.0% |
| Q2 2022 | $282,000 | -24.0% | 1,266 | -1.9% | 0.20% | -10.9% |
| Q1 2022 | $371,000 | -12.5% | 1,290 | -2.4% | 0.22% | +1.4% |
| Q4 2021 | $424,000 | +8.2% | 1,322 | -2.2% | 0.22% | +9.0% |
| Q3 2021 | $392,000 | -1.0% | 1,352 | -2.1% | 0.20% | -2.4% |
| Q2 2021 | $396,000 | +10.3% | 1,381 | -1.1% | 0.20% | +5.1% |
| Q1 2021 | $359,000 | +18.1% | 1,397 | +16.1% | 0.20% | -5.3% |
| Q4 2020 | $304,000 | +98.7% | 1,203 | +23.0% | 0.21% | +41.1% |
| Q1 2020 | $153,000 | – | 978 | – | 0.15% | – |
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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% |