Morningstar Investment Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$1,009,000
-67.2%
4,471
-57.4%
0.01%
-58.8%
Q1 2022$3,079,000
-52.3%
10,491
-47.9%
0.03%
-52.8%
Q4 2021$6,461,000
+28.1%
20,130
+16.6%
0.07%
+20.0%
Q3 2021$5,043,000
-36.2%
17,268
-37.3%
0.06%
-36.8%
Q2 2021$7,908,000
-89.1%
27,532
-90.4%
0.10%
-90.0%
Q1 2021$72,655,000
-25.3%
286,601
-25.4%
0.95%
-29.9%
Q4 2020$97,285,000
+12.1%
384,009
+0.1%
1.35%
+0.4%
Q3 2020$86,749,000
-7.2%
383,538
-18.6%
1.35%
-12.4%
Q2 2020$93,479,000
+9.9%
471,189
-11.9%
1.54%
-0.8%
Q1 2020$85,030,000
-10.1%
535,100
+3.0%
1.55%
+4.2%
Q4 2019$94,616,000
+20.2%
519,418
+9.7%
1.49%
+11.5%
Q3 2019$78,701,000
+68.7%
473,601
+65.8%
1.33%
+73.8%
Q2 2019$46,665,000
-15.0%
285,603
-18.6%
0.77%
-18.7%
Q1 2019$54,871,000
-13.9%
350,791
-26.0%
0.94%
-24.5%
Q4 2018$63,701,000
-21.2%
474,210
-5.5%
1.25%
-14.2%
Q3 2018$80,789,000
+36.8%
501,673
+27.3%
1.46%
+31.3%
Q2 2018$59,059,000
+29.3%
394,223
+22.4%
1.11%
+24.9%
Q1 2018$45,679,000
+7.4%
321,949
+6.4%
0.89%
+3.9%
Q4 2017$42,549,000
-5.0%
302,517
-10.3%
0.86%
-12.5%
Q3 2017$44,771,000
+12.9%
337,260
+8.0%
0.98%
+6.4%
Q2 2017$39,660,000
+33.2%
312,189
+27.5%
0.92%
+22.2%
Q1 2017$29,785,000
+20.1%
244,819
+10.8%
0.75%
+4.7%
Q3 2016$24,803,000
-14.2%
220,887
-17.8%
0.72%
-21.5%
Q2 2016$28,917,000
-18.4%
268,639
-19.3%
0.91%
-25.2%
Q1 2016$35,438,000
+125.1%
332,910
+125.0%
1.22%
+95.8%
Q4 2015$15,743,000
+15.7%
147,978
+9.1%
0.62%
+7.8%
Q3 2015$13,602,000
+11.1%
135,631
+18.6%
0.58%
+10.7%
Q2 2015$12,246,000
+20.1%
114,398
+17.3%
0.52%
+17.6%
Q1 2015$10,199,000
-8.4%
97,500
-8.6%
0.44%
-15.1%
Q4 2014$11,135,000
+15.7%
106,665
+10.5%
0.52%
+5.7%
Q3 2014$9,621,000
+10.6%
96,528
+9.8%
0.50%
-2.0%
Q2 2014$8,696,000
+21.5%
87,925
+14.9%
0.50%
+3.5%
Q1 2014$7,155,000
+28.7%
76,544
+28.1%
0.49%
+16.5%
Q4 2013$5,561,000
+34.9%
59,769
+23.8%
0.42%
+16.4%
Q3 2013$4,121,000
+43.1%
48,298
+31.1%
0.36%
+20.0%
Q2 2013$2,879,00036,8400.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders