VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,748,230 | +100.1% | 6,420 | +108.0% | 0.60% | +5.4% |
| Q2 2023 | $873,498 | +12.9% | 3,087 | -0.5% | 0.57% | +4.4% |
| Q1 2023 | $773,513 | +18.2% | 3,101 | +1.0% | 0.54% | +5.6% |
| Q4 2022 | $654,461 | -2.3% | 3,071 | +0.8% | 0.52% | -8.7% |
| Q3 2022 | $670,000 | -2.6% | 3,046 | -1.3% | 0.56% | +2.5% |
| Q2 2022 | $688,000 | -22.4% | 3,086 | -9.7% | 0.55% | -10.3% |
| Q1 2022 | $887,000 | -17.1% | 3,416 | +2.4% | 0.61% | -0.5% |
| Q4 2021 | $1,070,000 | +11.1% | 3,335 | +0.5% | 0.62% | +1.8% |
| Q3 2021 | $963,000 | +4.3% | 3,319 | +3.1% | 0.61% | +4.3% |
| Q2 2021 | $923,000 | +13.0% | 3,218 | +1.3% | 0.58% | +2.8% |
| Q1 2021 | $817,000 | +9.1% | 3,178 | +7.4% | 0.56% | +0.4% |
| Q4 2020 | $749,000 | +13.8% | 2,958 | +2.3% | 0.56% | -3.1% |
| Q3 2020 | $658,000 | +21.2% | 2,892 | +7.7% | 0.58% | +9.2% |
| Q2 2020 | $543,000 | +26.6% | 2,686 | -1.8% | 0.53% | +10.1% |
| Q1 2020 | $429,000 | -14.0% | 2,736 | -0.2% | 0.48% | +12.9% |
| Q4 2019 | $499,000 | – | 2,741 | – | 0.43% | – |
Download | ||||||
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% |