VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,355 | -3.9% | 1,768 | -0.1% | 0.16% | -1.9% |
| Q2 2023 | $500,923 | +11.0% | 1,770 | -2.2% | 0.16% | +9.5% |
| Q1 2023 | $451,192 | +14.9% | 1,809 | -1.8% | 0.15% | +8.1% |
| Q4 2022 | $392,557 | -5.4% | 1,842 | -5.0% | 0.14% | -16.6% |
| Q3 2022 | $415,000 | +6.1% | 1,939 | +10.5% | 0.16% | +8.7% |
| Q2 2022 | $391,000 | +2.6% | 1,754 | +32.4% | 0.15% | +16.3% |
| Q1 2022 | $381,000 | -3.1% | 1,325 | +8.2% | 0.13% | -1.5% |
| Q4 2021 | $393,000 | +7.1% | 1,225 | -3.1% | 0.13% | -5.8% |
| Q3 2021 | $367,000 | -43.5% | 1,264 | -50.0% | 0.14% | -15.8% |
| Q1 2021 | $650,000 | +1.6% | 2,530 | +0.1% | 0.16% | +7.1% |
| Q4 2020 | $640,000 | +123.0% | 2,527 | +100.2% | 0.15% | -8.9% |
| Q3 2020 | $287,000 | +12.5% | 1,262 | +0.2% | 0.17% | +1.8% |
| Q2 2020 | $255,000 | +11.4% | 1,260 | +0.1% | 0.17% | +14.5% |
| Q4 2019 | $229,000 | +10.6% | 1,259 | +1.0% | 0.14% | -4.0% |
| Q3 2019 | $207,000 | – | 1,246 | – | 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% |