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 | $3,040 | -3.0% | 11,165 | +0.8% | 0.36% | -1.1% |
| Q2 2023 | $3,134 | +9.0% | 11,076 | -3.9% | 0.37% | +2.5% |
| Q1 2023 | $2,874 | +17.3% | 11,520 | +0.2% | 0.36% | +3.2% |
| Q4 2022 | $2,451 | -99.9% | 11,502 | +10.4% | 0.35% | +3.3% |
| Q3 2022 | $2,229,000 | -9.5% | 10,419 | -5.7% | 0.34% | -6.4% |
| Q2 2022 | $2,463,000 | -22.6% | 11,052 | -0.1% | 0.36% | -11.8% |
| Q1 2022 | $3,181,000 | -9.4% | 11,060 | +1.1% | 0.41% | -8.1% |
| Q4 2021 | $3,510,000 | +10.7% | 10,938 | +0.1% | 0.44% | -2.0% |
| Q3 2021 | $3,171,000 | +1.1% | 10,928 | -0.1% | 0.45% | -4.0% |
| Q2 2021 | $3,137,000 | +11.6% | 10,937 | +0.1% | 0.47% | -3.3% |
| Q1 2021 | $2,810,000 | +3.4% | 10,931 | +1.9% | 0.49% | -7.8% |
| Q4 2020 | $2,717,000 | – | 10,725 | – | 0.53% | – |
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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% |