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 | $592,575 | -5.9% | 2,176 | -2.2% | 0.26% | -5.2% |
| Q2 2023 | $629,886 | +13.2% | 2,226 | -0.2% | 0.27% | -1.5% |
| Q1 2023 | $556,255 | -56.6% | 2,230 | -63.0% | 0.27% | -61.7% |
| Q4 2022 | $1,282,922 | +157.1% | 6,020 | +158.4% | 0.72% | +117.6% |
| Q3 2022 | $499,000 | +2.0% | 2,330 | +6.2% | 0.33% | 0.0% |
| Q2 2022 | $489,000 | -23.6% | 2,195 | -1.4% | 0.33% | -34.1% |
| Q1 2022 | $640,000 | -5.0% | 2,227 | +6.0% | 0.50% | +18.0% |
| Q4 2021 | $674,000 | – | 2,100 | – | 0.42% | – |
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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% |