VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $788,610 | -3.9% | 2,896 | -0.1% | 0.30% | +1.0% |
| Q2 2023 | $820,301 | +13.4% | 2,899 | 0.0% | 0.30% | +6.9% |
| Q1 2023 | $723,127 | +9.5% | 2,899 | -6.5% | 0.28% | +2.6% |
| Q4 2022 | $660,428 | -1.7% | 3,099 | -1.4% | 0.27% | -11.2% |
| Q3 2022 | $672,000 | -5.0% | 3,143 | -0.9% | 0.30% | -4.7% |
| Q2 2022 | $707,000 | -21.0% | 3,172 | +1.9% | 0.32% | -12.1% |
| Q1 2022 | $895,000 | -13.3% | 3,112 | -3.2% | 0.36% | -20.6% |
| Q4 2021 | $1,032,000 | – | 3,216 | – | 0.46% | – |
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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% |