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 | $546,798 | -4.9% | 2,008 | -1.1% | 0.08% | +2.6% |
Q2 2023 | $574,692 | -13.2% | 2,031 | -23.5% | 0.08% | -17.2% |
Q1 2023 | $662,263 | +58.6% | 2,655 | +35.5% | 0.09% | +20.8% |
Q4 2022 | $417,696 | -5.7% | 1,960 | -5.4% | 0.08% | -1.3% |
Q3 2022 | $443,000 | -4.1% | 2,072 | 0.0% | 0.08% | +1.3% |
Q2 2022 | $462,000 | -22.5% | 2,072 | 0.0% | 0.08% | +8.5% |
Q1 2022 | $596,000 | -14.9% | 2,072 | -5.0% | 0.07% | -5.3% |
Q4 2021 | $700,000 | +10.6% | 2,182 | 0.0% | 0.08% | +10.3% |
Q3 2021 | $633,000 | +1.1% | 2,182 | 0.0% | 0.07% | +1.5% |
Q2 2021 | $626,000 | +11.6% | 2,182 | 0.0% | 0.07% | +4.7% |
Q1 2021 | $561,000 | -1.9% | 2,182 | -3.3% | 0.06% | -3.0% |
Q4 2020 | $572,000 | +9.0% | 2,257 | -2.2% | 0.07% | -8.3% |
Q3 2020 | $525,000 | +12.7% | 2,307 | 0.0% | 0.07% | +4.3% |
Q2 2020 | $466,000 | -65.6% | 2,307 | -73.3% | 0.07% | -72.9% |
Q1 2020 | $1,353,000 | -14.1% | 8,633 | -0.2% | 0.26% | +26.9% |
Q4 2019 | $1,575,000 | +8.1% | 8,648 | -1.3% | 0.20% | -1.5% |
Q3 2019 | $1,457,000 | -0.2% | 8,762 | -1.9% | 0.20% | +5.7% |
Q2 2019 | $1,460,000 | +12.0% | 8,935 | +7.2% | 0.19% | +10.3% |
Q1 2019 | $1,304,000 | -11.2% | 8,335 | -23.7% | 0.18% | -36.6% |
Q4 2018 | $1,468,000 | -20.0% | 10,925 | -4.1% | 0.28% | +16.0% |
Q3 2018 | $1,835,000 | +52.4% | 11,394 | +41.8% | 0.24% | +17.2% |
Q2 2018 | $1,204,000 | +3.6% | 8,037 | -1.9% | 0.20% | -8.1% |
Q1 2018 | $1,162,000 | +0.8% | 8,192 | -0.1% | 0.22% | +24.9% |
Q4 2017 | $1,153,000 | +41.8% | 8,198 | +33.8% | 0.18% | +30.1% |
Q3 2017 | $813,000 | -8.7% | 6,127 | -12.6% | 0.14% | -12.8% |
Q2 2017 | $890,000 | +2.2% | 7,007 | -2.1% | 0.16% | -6.0% |
Q1 2017 | $871,000 | +25.0% | 7,157 | +14.5% | 0.17% | +5.1% |
Q4 2016 | $697,000 | -5.6% | 6,248 | -5.0% | 0.16% | -22.5% |
Q3 2016 | $738,000 | +112.1% | 6,575 | +102.6% | 0.20% | +158.2% |
Q2 2016 | $348,000 | – | 3,245 | – | 0.08% | – |
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% |