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 | $425,204 | -2.3% | 1,552 | +0.9% | 0.15% | +0.7% |
| Q2 2023 | $435,235 | +11.0% | 1,538 | -2.2% | 0.15% | +8.7% |
| Q1 2023 | $392,076 | +12.1% | 1,572 | +0.2% | 0.14% | +5.3% |
| Q4 2022 | $349,856 | +4.1% | 1,569 | 0.0% | 0.13% | -9.0% |
| Q3 2022 | $336,000 | -6.4% | 1,569 | -2.5% | 0.14% | -0.7% |
| Q2 2022 | $359,000 | -18.2% | 1,609 | 0.0% | 0.14% | -6.5% |
| Q1 2022 | $439,000 | -18.4% | 1,609 | -3.9% | 0.16% | -22.1% |
| Q4 2021 | $538,000 | +10.7% | 1,675 | 0.0% | 0.20% | -10.0% |
| Q3 2021 | $486,000 | +1.2% | 1,675 | 0.0% | 0.22% | -6.0% |
| Q2 2021 | $480,000 | +15.9% | 1,675 | +4.1% | 0.24% | -5.6% |
| Q1 2021 | $414,000 | – | 1,609 | – | 0.25% | – |
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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% |