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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $565,231 | +17.0% | 2,266 | 0.0% | 0.38% | +11.2% |
| Q4 2022 | $482,907 | -7.0% | 2,266 | -6.6% | 0.34% | -6.6% |
| Q3 2022 | $519,000 | -7.3% | 2,426 | -3.4% | 0.36% | -1.4% |
| Q2 2022 | $560,000 | -24.8% | 2,512 | -3.1% | 0.37% | -9.6% |
| Q1 2022 | $745,000 | -13.1% | 2,592 | -3.0% | 0.41% | -10.7% |
| Q4 2021 | $857,000 | +10.7% | 2,672 | +0.2% | 0.46% | +2.7% |
| Q3 2021 | $774,000 | +27.5% | 2,666 | 0.0% | 0.44% | -12.2% |
| Q3 2020 | $607,000 | +12.6% | 2,666 | 0.0% | 0.51% | +4.3% |
| Q2 2020 | $539,000 | +28.9% | 2,666 | 0.0% | 0.49% | +1.2% |
| Q1 2020 | $418,000 | -13.3% | 2,666 | +0.8% | 0.48% | +12.9% |
| Q4 2019 | $482,000 | +9.5% | 2,646 | 0.0% | 0.42% | +2.4% |
| Q3 2019 | $440,000 | +1.9% | 2,646 | 0.0% | 0.42% | +0.5% |
| Q2 2019 | $432,000 | +4.1% | 2,646 | 0.0% | 0.41% | -3.3% |
| Q2 2018 | $415,000 | +10.7% | 2,646 | 0.0% | 0.43% | -13.7% |
| Q1 2018 | $375,000 | – | 2,646 | – | 0.50% | – |
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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% |