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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $62,441 | +22.4% | 293 | +22.6% | 0.02% | -5.6% |
| Q3 2022 | $51,000 | -62.5% | 239 | -61.1% | 0.02% | -48.6% |
| Q2 2022 | $136,000 | +52.8% | 614 | +97.4% | 0.04% | +52.2% |
| Q1 2022 | $89,000 | -19.1% | 311 | -9.6% | 0.02% | -20.7% |
| Q4 2021 | $110,000 | +7.8% | 344 | -2.5% | 0.03% | -3.3% |
| Q3 2021 | $102,000 | 0.0% | 353 | -0.8% | 0.03% | 0.0% |
| Q2 2021 | $102,000 | +9.7% | 356 | -1.1% | 0.03% | +7.1% |
| Q1 2021 | $93,000 | -1.1% | 360 | -2.7% | 0.03% | -6.7% |
| Q4 2020 | $94,000 | +193.8% | 370 | +162.4% | 0.03% | +172.7% |
| Q3 2020 | $32,000 | +3.2% | 141 | -6.6% | 0.01% | -15.4% |
| Q2 2020 | $31,000 | +3.3% | 151 | -20.5% | 0.01% | -18.8% |
| Q1 2020 | $30,000 | -51.6% | 190 | -42.4% | 0.02% | -46.7% |
| Q4 2019 | $62,000 | – | 330 | – | 0.03% | – |
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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% |