VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $800,842 | -12.0% | 2,941 | -8.6% | 0.58% | -2.0% |
| Q2 2023 | $910,531 | +13.4% | 3,218 | 0.0% | 0.60% | -1.0% |
| Q1 2023 | $802,656 | +14.6% | 3,218 | -2.1% | 0.60% | +8.5% |
| Q4 2022 | $700,352 | -1.1% | 3,286 | -0.7% | 0.55% | -12.8% |
| Q3 2022 | $708,000 | -3.4% | 3,310 | +0.7% | 0.64% | +16.7% |
| Q2 2022 | $733,000 | -21.6% | 3,287 | +1.1% | 0.54% | -9.6% |
| Q1 2022 | $935,000 | -13.9% | 3,252 | -3.9% | 0.60% | -6.4% |
| Q4 2021 | $1,086,000 | +12.2% | 3,383 | +0.3% | 0.64% | +6.3% |
| Q2 2021 | $968,000 | +9.4% | 3,374 | -2.1% | 0.60% | -10.5% |
| Q1 2021 | $885,000 | -19.3% | 3,445 | -20.4% | 0.68% | -26.6% |
| Q4 2020 | $1,097,000 | – | 4,329 | – | 0.92% | – |
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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% |