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 | $9,045 | -99.9% | 33,216 | -5.2% | 1.14% | -11.3% |
Q2 2023 | $9,910,596 | +21.5% | 35,024 | +7.1% | 1.28% | +4.8% |
Q1 2023 | $8,154,359 | +26.4% | 32,690 | +8.0% | 1.23% | +18.0% |
Q4 2022 | $6,453,312 | +2.8% | 30,281 | +3.2% | 1.04% | +92.8% |
Q3 2022 | $6,278,000 | -1.5% | 29,345 | +2.6% | 0.54% | -46.0% |
Q2 2022 | $6,372,000 | +420.2% | 28,592 | +570.9% | 1.00% | +425.3% |
Q1 2022 | $1,225,000 | -85.4% | 4,262 | -83.8% | 0.19% | -40.8% |
Q4 2021 | $8,417,000 | +6.8% | 26,231 | -3.5% | 0.32% | -73.2% |
Q3 2021 | $7,884,000 | +2.7% | 27,171 | +1.5% | 1.20% | +3.2% |
Q2 2021 | $7,677,000 | +14.3% | 26,766 | +2.5% | 1.16% | +9.0% |
Q1 2021 | $6,715,000 | -6.2% | 26,123 | -7.6% | 1.07% | -10.4% |
Q4 2020 | $7,162,000 | +12.1% | 28,271 | +0.7% | 1.19% | -1.7% |
Q3 2020 | $6,389,000 | +17.5% | 28,068 | +4.3% | 1.21% | +12.9% |
Q2 2020 | $5,439,000 | +40.5% | 26,915 | +8.9% | 1.07% | +7.6% |
Q1 2020 | $3,872,000 | -21.9% | 24,711 | -9.2% | 1.00% | +2.2% |
Q4 2019 | $4,956,000 | +8.5% | 27,205 | -0.9% | 0.98% | -0.4% |
Q3 2019 | $4,566,000 | +4.0% | 27,458 | +2.2% | 0.98% | -7.1% |
Q2 2019 | $4,389,000 | +3.9% | 26,861 | -0.5% | 1.06% | -10.9% |
Q1 2019 | $4,224,000 | +27.9% | 27,005 | +9.8% | 1.18% | -4.0% |
Q4 2018 | $3,303,000 | -1.6% | 24,590 | +17.9% | 1.23% | +17.3% |
Q3 2018 | $3,358,000 | +24.4% | 20,851 | +15.7% | 1.05% | +10.4% |
Q2 2018 | $2,700,000 | +6.3% | 18,021 | +0.7% | 0.95% | +25.1% |
Q1 2018 | $2,539,000 | +23.6% | 17,894 | +22.5% | 0.76% | +23.1% |
Q4 2017 | $2,054,000 | +20.8% | 14,604 | +14.0% | 0.62% | +49.3% |
Q3 2017 | $1,701,000 | +38.1% | 12,815 | +32.1% | 0.41% | +29.8% |
Q2 2017 | $1,232,000 | +89.2% | 9,700 | +81.1% | 0.32% | +75.3% |
Q1 2017 | $651,000 | +72.2% | 5,355 | +58.1% | 0.18% | +58.3% |
Q4 2016 | $378,000 | +32.6% | 3,388 | +33.5% | 0.12% | +38.6% |
Q3 2016 | $285,000 | +533.3% | 2,538 | +339.9% | 0.08% | +219.2% |
Q2 2013 | $45,000 | – | 577 | – | 0.03% | – |
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% |