VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,910,016 | -3.8% | 135,484 | -0.0% | 6.59% | -3.3% |
| Q2 2023 | $38,354,351 | +14.6% | 135,546 | +1.0% | 6.81% | +4.6% |
| Q1 2023 | $33,473,562 | +17.7% | 134,194 | +0.6% | 6.51% | +7.9% |
| Q4 2022 | $28,441,720 | +6.7% | 133,459 | +7.2% | 6.04% | -5.0% |
| Q3 2022 | $26,645,000 | +1.3% | 124,544 | +5.6% | 6.36% | +1.5% |
| Q2 2022 | $26,295,000 | -18.6% | 117,965 | +5.1% | 6.26% | -3.3% |
| Q1 2022 | $32,287,000 | -7.4% | 112,264 | +3.3% | 6.47% | -7.2% |
| Q4 2021 | $34,860,000 | +376.1% | 108,637 | +330.6% | 6.98% | +207.9% |
| Q3 2021 | $7,322,000 | +8.3% | 25,232 | +7.1% | 2.27% | +13.7% |
| Q2 2021 | $6,758,000 | +84.4% | 23,564 | +65.5% | 1.99% | +49.0% |
| Q1 2021 | $3,665,000 | -13.5% | 14,240 | -14.9% | 1.34% | -19.5% |
| Q4 2020 | $4,238,000 | +41.9% | 16,728 | +27.5% | 1.66% | +6.3% |
| Q3 2020 | $2,986,000 | +165.9% | 13,118 | +136.3% | 1.56% | +99.9% |
| Q2 2020 | $1,123,000 | +194.8% | 5,552 | +128.5% | 0.78% | +107.7% |
| Q1 2020 | $381,000 | +0.8% | 2,430 | +17.1% | 0.38% | +18.9% |
| Q4 2019 | $378,000 | – | 2,076 | – | 0.32% | – |
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% |