VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $114,128 | -3.7% | 419 | 0.0% | 0.03% | +3.8% |
Q2 2023 | $118,493 | +13.5% | 419 | +0.2% | 0.03% | +4.0% |
Q1 2023 | $104,364 | +17.2% | 418 | 0.0% | 0.02% | +13.6% |
Q4 2022 | $89,069 | +0.1% | 418 | +0.2% | 0.02% | -4.3% |
Q3 2022 | $89,000 | -4.3% | 417 | 0.0% | 0.02% | +4.5% |
Q2 2022 | $93,000 | -68.5% | 417 | -59.3% | 0.02% | -62.7% |
Q1 2022 | $295,000 | -60.2% | 1,025 | -55.6% | 0.06% | -53.9% |
Q4 2021 | $741,000 | +3.6% | 2,309 | -6.3% | 0.13% | -5.2% |
Q3 2021 | $715,000 | +1.1% | 2,464 | 0.0% | 0.14% | +3.8% |
Q2 2021 | $707,000 | +9.3% | 2,464 | -2.0% | 0.13% | +5.7% |
Q1 2021 | $647,000 | +1.1% | 2,515 | -0.5% | 0.12% | -0.8% |
Q4 2020 | $640,000 | +94.5% | 2,527 | +74.9% | 0.12% | +72.2% |
Q3 2020 | $329,000 | +12.7% | 1,445 | +0.1% | 0.07% | +4.3% |
Q2 2020 | $292,000 | +29.2% | 1,444 | +0.1% | 0.07% | +15.0% |
Q1 2020 | $226,000 | -16.3% | 1,443 | -2.7% | 0.06% | +5.3% |
Q4 2019 | $270,000 | -33.8% | 1,483 | -39.6% | 0.06% | -40.0% |
Q3 2019 | $408,000 | +5.7% | 2,456 | +4.1% | 0.10% | +9.2% |
Q2 2019 | $386,000 | +4.6% | 2,359 | +0.0% | 0.09% | +2.4% |
Q1 2019 | $369,000 | +15.3% | 2,358 | -1.0% | 0.08% | -1.2% |
Q4 2018 | $320,000 | -22.1% | 2,383 | -6.6% | 0.09% | -7.5% |
Q3 2018 | $411,000 | +7.6% | 2,551 | 0.0% | 0.09% | -2.1% |
Q2 2018 | $382,000 | +5.5% | 2,551 | +0.1% | 0.10% | +3.3% |
Q1 2018 | $362,000 | +1.1% | 2,549 | +0.1% | 0.09% | 0.0% |
Q4 2017 | $358,000 | +8.2% | 2,547 | +2.1% | 0.09% | -8.0% |
Q3 2017 | $331,000 | +4.4% | 2,495 | +0.1% | 0.10% | +1.0% |
Q2 2017 | $317,000 | +74.2% | 2,493 | +67.1% | 0.10% | +73.7% |
Q1 2017 | $182,000 | +628.0% | 1,492 | +569.1% | 0.06% | +612.5% |
Q4 2016 | $25,000 | 0.0% | 223 | +0.5% | 0.01% | -11.1% |
Q3 2016 | $25,000 | – | 222 | – | 0.01% | – |
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% |