VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $634,254 | -14.9% | 2,311 | -13.2% | 0.14% | -14.3% |
Q2 2023 | $745,107 | +2.6% | 2,661 | -8.6% | 0.16% | +1.3% |
Q1 2023 | $726,120 | +13.7% | 2,911 | -2.8% | 0.16% | +11.2% |
Q4 2022 | $638,478 | -0.4% | 2,996 | 0.0% | 0.14% | -7.1% |
Q3 2022 | $641,000 | -5.2% | 2,996 | -1.3% | 0.15% | +2.7% |
Q2 2022 | $676,000 | -24.6% | 3,034 | -2.6% | 0.15% | -12.3% |
Q1 2022 | $896,000 | -10.3% | 3,114 | 0.0% | 0.17% | -3.4% |
Q4 2021 | $999,000 | -3.9% | 3,114 | -13.1% | 0.18% | -10.2% |
Q3 2021 | $1,040,000 | +0.9% | 3,583 | -0.4% | 0.20% | +0.5% |
Q2 2021 | $1,031,000 | +9.1% | 3,596 | -2.3% | 0.20% | +1.6% |
Q1 2021 | $945,000 | +38.4% | 3,679 | +36.5% | 0.19% | +33.1% |
Q4 2020 | $683,000 | +15.6% | 2,696 | +3.9% | 0.14% | -15.2% |
Q3 2020 | $591,000 | -5.6% | 2,596 | -16.1% | 0.17% | -13.2% |
Q2 2020 | $626,000 | +29.1% | 3,096 | 0.0% | 0.20% | +8.2% |
Q1 2020 | $485,000 | -22.8% | 3,096 | -10.2% | 0.18% | +1.1% |
Q4 2019 | $628,000 | +9.6% | 3,446 | 0.0% | 0.18% | +3.4% |
Q3 2019 | $573,000 | +1.4% | 3,446 | -0.3% | 0.17% | +8.8% |
Q2 2019 | $565,000 | +4.6% | 3,455 | 0.0% | 0.16% | +6.0% |
Q1 2019 | $540,000 | -41.8% | 3,455 | -50.0% | 0.15% | +2.7% |
Q4 2018 | $928,000 | +57.3% | 6,910 | +88.7% | 0.15% | -13.5% |
Q3 2018 | $590,000 | -0.7% | 3,662 | -7.6% | 0.17% | -6.1% |
Q2 2018 | $594,000 | +5.7% | 3,962 | 0.0% | 0.18% | +0.6% |
Q1 2018 | $562,000 | +0.9% | 3,962 | 0.0% | 0.18% | +4.7% |
Q4 2017 | $557,000 | +3.0% | 3,962 | 0.0% | 0.17% | +1.8% |
Q3 2017 | $541,000 | +7.6% | 3,962 | 0.0% | 0.17% | +1.8% |
Q2 2017 | $503,000 | +4.4% | 3,962 | 0.0% | 0.17% | +2.5% |
Q1 2017 | $482,000 | +9.0% | 3,962 | 0.0% | 0.16% | -1.2% |
Q4 2016 | $442,000 | -0.2% | 3,962 | 0.0% | 0.16% | +4.5% |
Q3 2016 | $443,000 | -14.3% | 3,962 | -17.9% | 0.16% | -19.9% |
Q2 2016 | $517,000 | +0.6% | 4,824 | 0.0% | 0.20% | -2.5% |
Q1 2016 | $514,000 | +0.2% | 4,824 | 0.0% | 0.20% | -3.4% |
Q4 2015 | $513,000 | +6.0% | 4,824 | 0.0% | 0.21% | +7.2% |
Q3 2015 | $484,000 | -4.7% | 4,824 | +1.6% | 0.19% | +3.2% |
Q2 2015 | $508,000 | -22.9% | 4,750 | -24.6% | 0.19% | -20.3% |
Q1 2015 | $659,000 | +0.2% | 6,300 | 0.0% | 0.24% | -9.9% |
Q4 2014 | $658,000 | -12.1% | 6,300 | -13.7% | 0.26% | -12.4% |
Q3 2014 | $749,000 | +3.7% | 7,300 | 0.0% | 0.30% | +2.4% |
Q2 2014 | $722,000 | – | 7,300 | – | 0.29% | – |
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% |