VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,832,093 | -3.6% | 6,728 | +0.2% | 0.04% | -2.6% |
Q2 2023 | $1,899,758 | +37.1% | 6,714 | +20.9% | 0.04% | +30.0% |
Q1 2023 | $1,385,589 | +19.5% | 5,555 | +2.1% | 0.03% | +11.1% |
Q4 2022 | $1,159,280 | -12.6% | 5,440 | -12.3% | 0.03% | 0.0% |
Q3 2022 | $1,327,000 | -4.0% | 6,204 | +0.1% | 0.03% | 0.0% |
Q2 2022 | $1,382,000 | -19.7% | 6,200 | +3.6% | 0.03% | -10.0% |
Q1 2022 | $1,722,000 | -2.2% | 5,986 | +9.1% | 0.03% | 0.0% |
Q4 2021 | $1,761,000 | +30.4% | 5,488 | +18.0% | 0.03% | +20.0% |
Q3 2021 | $1,350,000 | +1.2% | 4,651 | +0.0% | 0.02% | +4.2% |
Q2 2021 | $1,334,000 | +3.8% | 4,650 | -7.0% | 0.02% | -4.0% |
Q1 2021 | $1,285,000 | +9.9% | 5,001 | +8.4% | 0.02% | +4.2% |
Q4 2020 | $1,169,000 | +7.1% | 4,613 | -3.8% | 0.02% | -4.0% |
Q3 2020 | $1,091,000 | +26.1% | 4,793 | +12.0% | 0.02% | +25.0% |
Q2 2020 | $865,000 | +27.2% | 4,280 | -1.4% | 0.02% | +11.1% |
Q1 2020 | $680,000 | +142.9% | 4,342 | +182.5% | 0.02% | +200.0% |
Q4 2019 | $280,000 | +8.5% | 1,537 | -0.8% | 0.01% | 0.0% |
Q3 2019 | $258,000 | – | 1,550 | – | 0.01% | – |
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% |