VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 563 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 0.57 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,509,822 | -9.2% | 23,907 | -5.6% | 3.03% | -4.9% |
| Q2 2023 | $7,167,031 | +11.4% | 25,330 | -1.8% | 3.18% | +5.5% |
| Q1 2023 | $6,431,987 | +15.6% | 25,786 | -1.3% | 3.02% | +11.0% |
| Q4 2022 | $5,566,104 | -0.2% | 26,119 | +0.2% | 2.72% | -3.2% |
| Q3 2022 | $5,580,000 | -1.6% | 26,079 | +2.6% | 2.81% | +7.7% |
| Q2 2022 | $5,668,000 | -18.0% | 25,429 | +5.8% | 2.60% | -4.1% |
| Q1 2022 | $6,911,000 | +4.3% | 24,031 | +16.4% | 2.72% | +11.0% |
| Q4 2021 | $6,626,000 | +16.4% | 20,648 | +5.3% | 2.45% | +5.5% |
| Q3 2021 | $5,690,000 | +6.0% | 19,610 | +4.8% | 2.32% | +3.3% |
| Q2 2021 | $5,366,000 | +10.8% | 18,710 | -0.7% | 2.24% | +8.5% |
| Q1 2021 | $4,843,000 | +0.7% | 18,843 | -0.8% | 2.07% | -10.9% |
| Q4 2020 | $4,810,000 | +4.0% | 18,986 | -6.5% | 2.32% | -10.3% |
| Q3 2020 | $4,623,000 | +3.7% | 20,310 | -8.0% | 2.59% | -1.9% |
| Q2 2020 | $4,460,000 | +11.3% | 22,071 | -13.7% | 2.64% | -7.8% |
| Q1 2020 | $4,006,000 | -6.6% | 25,568 | +8.6% | 2.86% | +15.8% |
| Q4 2019 | $4,290,000 | +14.9% | 23,548 | +4.8% | 2.47% | +5.4% |
| Q3 2019 | $3,735,000 | -13.8% | 22,461 | -15.3% | 2.34% | -8.4% |
| Q2 2019 | $4,332,000 | +11.6% | 26,514 | +6.9% | 2.56% | +6.9% |
| Q1 2019 | $3,881,000 | +30.0% | 24,809 | +11.6% | 2.39% | +14.3% |
| Q4 2018 | $2,986,000 | +6.9% | 22,226 | +28.2% | 2.10% | +19.7% |
| Q3 2018 | $2,793,000 | +14.4% | 17,343 | +6.5% | 1.75% | +8.2% |
| Q2 2018 | $2,441,000 | +14.7% | 16,292 | +8.6% | 1.62% | +15.5% |
| Q1 2018 | $2,129,000 | +26.1% | 15,007 | +25.0% | 1.40% | +27.0% |
| Q4 2017 | $1,689,000 | +5.3% | 12,009 | -0.6% | 1.10% | +2.6% |
| Q3 2017 | $1,604,000 | +33.4% | 12,086 | +27.7% | 1.07% | +31.8% |
| Q2 2017 | $1,202,000 | +128.5% | 9,465 | +118.8% | 0.82% | +120.9% |
| Q1 2017 | $526,000 | – | 4,325 | – | 0.37% | – |
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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% |