VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,418,735 | -29.0% | 5,210 | -26.2% | 0.08% | -27.8% |
| Q2 2023 | $1,996,849 | +110101.4% | 7,057 | -2.8% | 0.11% | +6.9% |
| Q1 2023 | $1,812 | +31.0% | 7,264 | +11.9% | 0.10% | +21.7% |
| Q4 2022 | $1,383 | -99.9% | 6,490 | -1.2% | 0.08% | +84.4% |
| Q3 2022 | $1,405,000 | -16.7% | 6,569 | -13.2% | 0.04% | -55.0% |
| Q2 2022 | $1,687,000 | -26.8% | 7,567 | -5.6% | 0.10% | -13.8% |
| Q1 2022 | $2,306,000 | -10.4% | 8,017 | 0.0% | 0.12% | -5.7% |
| Q4 2021 | $2,573,000 | +6.0% | 8,017 | -4.2% | 0.12% | -5.4% |
| Q3 2021 | $2,428,000 | +1.2% | 8,367 | 0.0% | 0.13% | +3.2% |
| Q2 2021 | $2,400,000 | +4.5% | 8,367 | -6.4% | 0.13% | -1.6% |
| Q1 2021 | $2,297,000 | +1.5% | 8,935 | +0.0% | 0.13% | -7.2% |
| Q4 2020 | $2,263,000 | +11.3% | 8,934 | 0.0% | 0.14% | -2.1% |
| Q3 2020 | $2,033,000 | +10.3% | 8,934 | -2.0% | 0.14% | +5.2% |
| Q2 2020 | $1,843,000 | +29.0% | 9,119 | 0.0% | 0.13% | +11.7% |
| Q1 2020 | $1,429,000 | -14.3% | 9,119 | -0.3% | 0.12% | +6.2% |
| Q4 2019 | $1,667,000 | +11.7% | 9,149 | +1.9% | 0.11% | +0.9% |
| Q3 2019 | $1,492,000 | +1.8% | 8,975 | +0.0% | 0.11% | +2.8% |
| Q2 2019 | $1,466,000 | +1.0% | 8,974 | -3.2% | 0.11% | +1.9% |
| Q1 2019 | $1,451,000 | +18.4% | 9,274 | +1.7% | 0.11% | +8.1% |
| Q4 2018 | $1,225,000 | -12.8% | 9,123 | +4.6% | 0.10% | +1.0% |
| Q3 2018 | $1,405,000 | +7.5% | 8,725 | 0.0% | 0.10% | -2.0% |
| Q2 2018 | $1,307,000 | +7.1% | 8,725 | +1.5% | 0.10% | +4.2% |
| Q1 2018 | $1,220,000 | +0.8% | 8,600 | 0.0% | 0.10% | +2.1% |
| Q4 2017 | $1,210,000 | +6.0% | 8,600 | 0.0% | 0.09% | +1.1% |
| Q3 2017 | $1,142,000 | +4.5% | 8,600 | 0.0% | 0.09% | 0.0% |
| Q2 2017 | $1,093,000 | +4.5% | 8,600 | 0.0% | 0.09% | -1.1% |
| Q1 2017 | $1,046,000 | – | 8,600 | – | 0.09% | – |
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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% |