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 | $2,727,729 | -3.8% | 10,017 | 0.0% | 0.38% | -7.2% |
| Q2 2023 | $2,834,410 | +13.4% | 10,017 | 0.0% | 0.40% | +0.2% |
| Q1 2023 | $2,498,640 | +1551.4% | 10,017 | +1310.8% | 0.40% | +1085.3% |
| Q4 2022 | $151,308 | +0.9% | 710 | +1.3% | 0.03% | -15.0% |
| Q3 2022 | $150,000 | -49.0% | 701 | -46.8% | 0.04% | -23.1% |
| Q2 2022 | $294,000 | +45.5% | 1,317 | +87.6% | 0.05% | +62.5% |
| Q1 2022 | $202,000 | -40.6% | 702 | -33.8% | 0.03% | -22.0% |
| Q4 2021 | $340,000 | +10.4% | 1,061 | +0.1% | 0.04% | -6.8% |
| Q3 2021 | $308,000 | +1.3% | 1,060 | 0.0% | 0.04% | -12.0% |
| Q2 2021 | $304,000 | +11.8% | 1,060 | 0.0% | 0.05% | -13.8% |
| Q1 2021 | $272,000 | +52.8% | 1,060 | +51.2% | 0.06% | 0.0% |
| Q4 2020 | $178,000 | – | 701 | – | 0.06% | – |
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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% |