VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $735,002 | -46.6% | 2,678 | -44.9% | 0.46% | -35.8% |
| Q2 2023 | $1,376,365 | +23.0% | 4,864 | +8.5% | 0.71% | +20.5% |
| Q1 2023 | $1,118,821 | +19.9% | 4,485 | +2.9% | 0.59% | -2.5% |
| Q4 2022 | $932,879 | -0.0% | 4,360 | 0.0% | 0.61% | -0.3% |
| Q3 2022 | $933,000 | +46.9% | 4,360 | +64.6% | 0.61% | +58.7% |
| Q2 2022 | $635,000 | -50.4% | 2,649 | -39.1% | 0.38% | -37.9% |
| Q1 2022 | $1,279,000 | -8.4% | 4,353 | +0.1% | 0.62% | -3.1% |
| Q4 2021 | $1,396,000 | +14.7% | 4,350 | +3.7% | 0.64% | +1.4% |
| Q3 2021 | $1,217,000 | +6.3% | 4,194 | +5.1% | 0.63% | +5.5% |
| Q2 2021 | $1,145,000 | +12.5% | 3,992 | +0.8% | 0.60% | +3.8% |
| Q1 2021 | $1,018,000 | +0.2% | 3,961 | -1.2% | 0.57% | -5.1% |
| Q4 2020 | $1,016,000 | +13.0% | 4,010 | +1.5% | 0.60% | -4.7% |
| Q3 2020 | $899,000 | +15.3% | 3,950 | +5.4% | 0.63% | -2.0% |
| Q2 2020 | $780,000 | +16.1% | 3,746 | -12.7% | 0.65% | -8.2% |
| Q1 2020 | $672,000 | -22.0% | 4,289 | -1.8% | 0.70% | +11.0% |
| Q4 2019 | $861,000 | – | 4,366 | – | 0.64% | – |
Download | ||||||
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% |