VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,155 | +5.7% | 4,244 | +10.0% | 0.02% | +10.5% |
| Q2 2023 | $1,093 | -22.5% | 3,859 | -32.3% | 0.02% | -29.6% |
| Q1 2023 | $1,410 | +24.3% | 5,699 | +7.1% | 0.03% | +22.7% |
| Q4 2022 | $1,134 | -99.9% | 5,320 | -20.3% | 0.02% | -24.1% |
| Q3 2022 | $1,426,000 | +9.1% | 6,671 | +13.8% | 0.03% | -3.3% |
| Q2 2022 | $1,307,000 | -4.7% | 5,862 | +22.9% | 0.03% | +11.1% |
| Q1 2022 | $1,372,000 | +20.9% | 4,771 | +34.9% | 0.03% | +28.6% |
| Q4 2021 | $1,135,000 | +22.2% | 3,536 | +10.5% | 0.02% | +10.5% |
| Q3 2021 | $929,000 | -36.2% | 3,200 | -37.0% | 0.02% | -45.7% |
| Q2 2021 | $1,456,000 | +3.0% | 5,077 | -7.6% | 0.04% | -2.8% |
| Q1 2021 | $1,413,000 | +22.8% | 5,495 | +21.0% | 0.04% | +5.9% |
| Q4 2020 | $1,151,000 | +25.8% | 4,542 | +12.9% | 0.03% | +3.0% |
| Q3 2020 | $915,000 | +27.1% | 4,022 | +12.9% | 0.03% | +13.8% |
| Q2 2020 | $720,000 | +18.8% | 3,563 | -8.0% | 0.03% | 0.0% |
| Q1 2020 | $606,000 | +3.2% | 3,872 | +20.1% | 0.03% | +20.8% |
| Q4 2019 | $587,000 | -7.4% | 3,225 | -15.4% | 0.02% | -11.1% |
| Q3 2019 | $634,000 | +7.5% | 3,810 | +5.6% | 0.03% | +3.8% |
| Q2 2019 | $590,000 | +13.2% | 3,609 | +8.4% | 0.03% | +8.3% |
| Q1 2019 | $521,000 | -11.5% | 3,330 | -24.0% | 0.02% | -20.0% |
| Q4 2018 | $589,000 | +8.1% | 4,383 | +29.5% | 0.03% | +11.1% |
| Q3 2018 | $545,000 | +9.2% | 3,384 | +1.6% | 0.03% | +3.8% |
| Q2 2018 | $499,000 | -99.9% | 3,330 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $472,460,000 | +0.9% | 3,330 | 0.0% | 0.03% | +4.0% |
| Q4 2017 | $468,365,000 | +45.5% | 3,330 | +37.3% | 0.02% | +38.9% |
| Q3 2017 | $321,919,000 | +4.5% | 2,425 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $308,072,000 | – | 2,425 | – | 0.02% | – |
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% |