VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $639,656 | -3.8% | 2,349 | 0.0% | 0.14% | +13.4% |
Q2 2023 | $664,673 | +11.5% | 2,349 | -1.8% | 0.12% | +0.8% |
Q1 2023 | $596,321 | -24.4% | 2,391 | -35.4% | 0.12% | -32.6% |
Q4 2022 | $788,507 | -0.4% | 3,700 | 0.0% | 0.18% | -11.6% |
Q3 2022 | $792,000 | -4.0% | 3,700 | 0.0% | 0.20% | +4.2% |
Q2 2022 | $825,000 | -22.5% | 3,700 | 0.0% | 0.19% | -2.6% |
Q1 2022 | $1,065,000 | -11.0% | 3,700 | -0.8% | 0.20% | -46.1% |
Q4 2021 | $1,197,000 | -12.2% | 3,728 | -20.6% | 0.36% | -53.5% |
Q3 2021 | $1,364,000 | +28.6% | 4,698 | +27.0% | 0.78% | +212.9% |
Q2 2021 | $1,061,000 | +11.6% | 3,700 | 0.0% | 0.25% | -15.3% |
Q1 2021 | $951,000 | +1.5% | 3,700 | 0.0% | 0.29% | +7.3% |
Q4 2020 | $937,000 | +5.3% | 3,700 | -5.4% | 0.27% | +17.6% |
Q3 2020 | $890,000 | +7.6% | 3,910 | -4.5% | 0.23% | -3.3% |
Q2 2020 | $827,000 | +39.0% | 4,093 | +4.7% | 0.24% | +25.5% |
Q1 2020 | $595,000 | -16.4% | 3,910 | 0.0% | 0.19% | +17.1% |
Q4 2019 | $712,000 | +9.4% | 3,910 | 0.0% | 0.16% | -54.4% |
Q3 2019 | $651,000 | +1.9% | 3,910 | 0.0% | 0.36% | +7.5% |
Q2 2019 | $639,000 | +4.6% | 3,910 | 0.0% | 0.34% | -28.4% |
Q1 2019 | $611,000 | +16.6% | 3,910 | 0.0% | 0.47% | +23.5% |
Q4 2018 | $524,000 | -16.8% | 3,910 | 0.0% | 0.38% | -4.8% |
Q3 2018 | $630,000 | +64.5% | 3,910 | +52.8% | 0.40% | +31.8% |
Q2 2018 | $383,000 | +5.5% | 2,559 | 0.0% | 0.30% | +9.4% |
Q1 2018 | $363,000 | +0.8% | 2,559 | 0.0% | 0.28% | -7.4% |
Q4 2017 | $360,000 | – | 2,559 | – | 0.30% | – |
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% |