VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,079,142 | -5.1% | 44,358 | -1.4% | 0.86% | -3.1% |
| Q2 2023 | $12,732,084 | +13.3% | 44,996 | -0.1% | 0.89% | +6.3% |
| Q1 2023 | $11,237,036 | +22.7% | 45,049 | +4.8% | 0.84% | +17.9% |
| Q4 2022 | $9,158,201 | +14.6% | 42,974 | +15.1% | 0.71% | +6.9% |
| Q3 2022 | $7,990,000 | +20.8% | 37,343 | +25.8% | 0.66% | +26.7% |
| Q2 2022 | $6,616,000 | -19.7% | 29,681 | +3.6% | 0.52% | -5.4% |
| Q1 2022 | $8,241,000 | -10.2% | 28,656 | +0.2% | 0.55% | -7.0% |
| Q4 2021 | $9,173,000 | +8.9% | 28,585 | -1.6% | 0.60% | +5.9% |
| Q3 2021 | $8,425,000 | -2.7% | 29,036 | -3.8% | 0.56% | -10.1% |
| Q2 2021 | $8,659,000 | +18.4% | 30,192 | +6.1% | 0.63% | +8.9% |
| Q1 2021 | $7,313,000 | +1.7% | 28,450 | +0.2% | 0.58% | -1.4% |
| Q4 2020 | $7,192,000 | +600.3% | 28,390 | +529.4% | 0.58% | +466.0% |
| Q3 2020 | $1,027,000 | +12.4% | 4,511 | -0.3% | 0.10% | +4.0% |
| Q2 2020 | $914,000 | -1.4% | 4,524 | -23.6% | 0.10% | -18.2% |
| Q1 2020 | $927,000 | -16.2% | 5,918 | -2.5% | 0.12% | +5.2% |
| Q4 2019 | $1,106,000 | +53.4% | 6,070 | +40.1% | 0.12% | +42.0% |
| Q3 2019 | $721,000 | -43.5% | 4,334 | -68.2% | 0.08% | -71.2% |
| Q1 2014 | $1,276,000 | +0.5% | 13,648 | 0.0% | 0.28% | -7.6% |
| Q4 2013 | $1,270,000 | -3.9% | 13,648 | -12.6% | 0.30% | -12.6% |
| Q3 2013 | $1,321,000 | -5.6% | 15,608 | -12.9% | 0.35% | -10.5% |
| Q2 2013 | $1,400,000 | – | 17,910 | – | 0.39% | – |
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% |