O'SHAUGHNESSY ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,778,651
+30.9%
10,204
+36.0%
0.04%
+32.3%
Q2 2023$2,122,483
+33.5%
7,501
+17.7%
0.03%
+24.0%
Q1 2023$1,589,681
-9.3%
6,373
-22.5%
0.02%
-13.8%
Q4 2022$1,753,256
-5.4%
8,227
-5.1%
0.03%
-17.1%
Q3 2022$1,854,000
-17.4%
8,667
-13.9%
0.04%
-14.6%
Q2 2022$2,245,000
-25.8%
10,071
-4.3%
0.04%
-18.0%
Q1 2022$3,027,000
+55.6%
10,526
+73.7%
0.05%
+42.9%
Q4 2021$1,945,000
+431.4%
6,061
+380.7%
0.04%
+400.0%
Q3 2021$366,000
+1.1%
1,2610.0%0.01%0.0%
Q2 2021$362,000
+10.0%
1,261
-1.4%
0.01%0.0%
Q1 2021$329,000
+36.5%
1,279
+34.6%
0.01%0.0%
Q4 2020$241,000
+11.6%
9500.0%0.01%
+16.7%
Q3 2020$216,000
+12.5%
9500.0%0.01%0.0%
Q2 2020$192,000
+28.9%
9500.0%0.01%
+20.0%
Q1 2020$149,000
+2028.6%
950
+2161.9%
0.01%
Q3 2018$7,000420.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders