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 | $772,543 | +115.5% | 2,837 | +123.9% | 0.03% | +114.3% |
Q2 2023 | $358,510 | +13.4% | 1,267 | 0.0% | 0.01% | +7.7% |
Q1 2023 | $316,040 | +20.9% | 1,267 | +3.3% | 0.01% | +18.2% |
Q4 2022 | $261,486 | -0.6% | 1,227 | 0.0% | 0.01% | -8.3% |
Q3 2022 | $263,000 | -19.3% | 1,227 | -16.2% | 0.01% | -14.3% |
Q2 2022 | $326,000 | -32.1% | 1,464 | -12.3% | 0.01% | -22.2% |
Q1 2022 | $480,000 | -14.9% | 1,669 | -5.0% | 0.02% | -14.3% |
Q4 2021 | $564,000 | +28.5% | 1,756 | +16.0% | 0.02% | +10.5% |
Q3 2021 | $439,000 | +0.9% | 1,514 | -0.3% | 0.02% | 0.0% |
Q2 2021 | $435,000 | +50.5% | 1,518 | +35.2% | 0.02% | +35.7% |
Q1 2021 | $289,000 | +55.4% | 1,123 | +53.0% | 0.01% | +40.0% |
Q4 2020 | $186,000 | +17.7% | 734 | +5.5% | 0.01% | +11.1% |
Q3 2020 | $158,000 | -16.8% | 696 | -25.8% | 0.01% | -25.0% |
Q2 2020 | $190,000 | +23.4% | 938 | -4.6% | 0.01% | 0.0% |
Q1 2020 | $154,000 | 0.0% | 983 | +16.6% | 0.01% | +33.3% |
Q4 2019 | $154,000 | +10.0% | 843 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $140,000 | +1.4% | 843 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $138,000 | +4.5% | 843 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $132,000 | +16.8% | 843 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $113,000 | -16.9% | 843 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $136,000 | +7.9% | 843 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $126,000 | +5.0% | 843 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $120,000 | -25.5% | 843 | -26.2% | 0.01% | -25.0% |
Q4 2017 | $161,000 | +5.9% | 1,143 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $152,000 | +4.8% | 1,143 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $145,000 | +4.3% | 1,143 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $139,000 | +9.4% | 1,143 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $127,000 | -17.0% | 1,143 | -16.3% | 0.01% | -25.0% |
Q3 2016 | $153,000 | +4.8% | 1,366 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $146,000 | +0.7% | 1,366 | 0.0% | 0.02% | -5.9% |
Q1 2016 | $145,000 | 0.0% | 1,366 | 0.0% | 0.02% | -5.6% |
Q4 2015 | $145,000 | +5.8% | 1,366 | 0.0% | 0.02% | -5.3% |
Q3 2015 | $137,000 | -6.2% | 1,366 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $146,000 | +2.1% | 1,366 | 0.0% | 0.02% | +5.6% |
Q1 2015 | $143,000 | 0.0% | 1,366 | 0.0% | 0.02% | 0.0% |
Q4 2014 | $143,000 | +5.1% | 1,366 | 0.0% | 0.02% | 0.0% |
Q3 2014 | $136,000 | 0.0% | 1,366 | -0.7% | 0.02% | 0.0% |
Q2 2014 | $136,000 | +5.4% | 1,376 | 0.0% | 0.02% | 0.0% |
Q1 2014 | $129,000 | +0.8% | 1,376 | 0.0% | 0.02% | 0.0% |
Q4 2013 | $128,000 | +10.3% | 1,376 | 0.0% | 0.02% | 0.0% |
Q3 2013 | $116,000 | +11.5% | 1,376 | +3.3% | 0.02% | +12.5% |
Q2 2013 | $104,000 | – | 1,332 | – | 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% |