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 | $378,311 | -1.3% | 1,389 | +2.5% | 0.27% | +1.9% |
| Q2 2023 | $383,453 | +16.4% | 1,355 | +2.6% | 0.27% | +11.8% |
| Q1 2023 | $329,529 | +34.9% | 1,321 | +15.3% | 0.24% | +30.1% |
| Q4 2022 | $244,224 | +3.9% | 1,146 | +4.2% | 0.18% | -5.7% |
| Q3 2022 | $235,000 | -61.1% | 1,100 | -47.6% | 0.19% | +42.6% |
| Q1 2022 | $604,000 | +28.8% | 2,100 | +43.8% | 0.14% | +3.8% |
| Q4 2021 | $469,000 | +10.6% | 1,460 | 0.0% | 0.13% | -2.2% |
| Q3 2021 | $424,000 | +96.3% | 1,460 | +93.9% | 0.13% | -16.2% |
| Q2 2021 | $216,000 | -14.6% | 753 | -23.0% | 0.16% | -22.7% |
| Q1 2021 | $253,000 | +2.8% | 978 | +0.7% | 0.21% | -5.0% |
| Q4 2020 | $246,000 | – | 971 | – | 0.22% | – |
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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% |