VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,173,773 | -13.4% | 11,655 | -10.0% | 0.28% | -8.6% |
Q2 2023 | $3,666,030 | -3.4% | 12,956 | -14.9% | 0.30% | -12.2% |
Q1 2023 | $3,795,978 | +23.5% | 15,218 | +5.5% | 0.34% | +15.4% |
Q4 2022 | $3,072,620 | -2.1% | 14,418 | -1.7% | 0.30% | -8.6% |
Q3 2022 | $3,137,000 | +16.6% | 14,663 | +21.5% | 0.33% | +19.8% |
Q2 2022 | $2,691,000 | -20.3% | 12,073 | +2.9% | 0.27% | -7.5% |
Q1 2022 | $3,376,000 | -5.3% | 11,738 | +5.7% | 0.30% | -1.3% |
Q4 2021 | $3,564,000 | +3.7% | 11,106 | -6.2% | 0.30% | -6.0% |
Q3 2021 | $3,437,000 | -2.6% | 11,844 | -3.7% | 0.32% | -5.4% |
Q2 2021 | $3,528,000 | +11.1% | 12,303 | -0.4% | 0.34% | +6.0% |
Q1 2021 | $3,176,000 | -12.2% | 12,357 | -13.4% | 0.32% | -24.5% |
Q4 2020 | $3,618,000 | +10.0% | 14,277 | -1.2% | 0.42% | -4.3% |
Q3 2020 | $3,290,000 | -6.6% | 14,457 | -17.0% | 0.44% | -11.0% |
Q2 2020 | $3,521,000 | +46.6% | 17,428 | +13.7% | 0.49% | +21.7% |
Q1 2020 | $2,401,000 | +4.3% | 15,323 | +21.2% | 0.40% | +31.5% |
Q4 2019 | $2,303,000 | +17.7% | 12,647 | +7.4% | 0.31% | +6.9% |
Q3 2019 | $1,957,000 | – | 11,772 | – | 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% |