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 | $2,166,344 | +16.2% | 6,813 | +19.0% | 0.02% | +21.1% |
| Q2 2023 | $1,864,012 | -14.7% | 5,724 | -22.8% | 0.02% | -17.4% |
| Q1 2023 | $2,186,201 | +18.3% | 7,412 | +2.4% | 0.02% | +15.0% |
| Q4 2022 | $1,848,234 | -34.7% | 7,241 | -29.8% | 0.02% | -37.5% |
| Q3 2022 | $2,830,858 | -21.5% | 10,309 | -23.7% | 0.03% | -22.0% |
| Q2 2022 | $3,607,613 | -20.9% | 13,517 | -0.3% | 0.04% | -6.8% |
| Q1 2022 | $4,560,072 | -9.9% | 13,551 | +0.2% | 0.04% | -10.2% |
| Q4 2021 | $5,062,066 | – | 13,520 | – | 0.05% | – |
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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% |