VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,482 | -7.9% | 769 | -4.4% | 0.05% | -10.7% |
| Q2 2023 | $227,541 | +28.8% | 804 | +13.6% | 0.06% | +21.7% |
| Q1 2023 | $176,604 | +9.0% | 708 | -6.8% | 0.05% | -2.1% |
| Q4 2022 | $161,964 | -0.6% | 760 | 0.0% | 0.05% | -9.6% |
| Q3 2022 | $163,000 | -3.6% | 760 | 0.0% | 0.05% | +4.0% |
| Q2 2022 | $169,000 | -6.1% | 760 | +21.2% | 0.05% | -2.0% |
| Q1 2022 | $180,000 | -43.0% | 627 | -36.3% | 0.05% | -46.9% |
| Q4 2021 | $316,000 | +6.4% | 985 | -3.6% | 0.10% | -3.0% |
| Q3 2021 | $297,000 | -10.0% | 1,022 | -11.3% | 0.10% | -12.4% |
| Q2 2021 | $330,000 | +11.5% | 1,152 | 0.0% | 0.11% | -3.4% |
| Q1 2021 | $296,000 | -9.5% | 1,152 | -10.7% | 0.12% | -15.2% |
| Q4 2020 | $327,000 | +410.9% | 1,290 | +360.7% | 0.14% | +331.2% |
| Q3 2020 | $64,000 | – | 280 | – | 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% |