VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 755 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.12 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,747,218 | +30.9% | 5,620 | +14.6% | 0.06% | +15.7% |
| Q3 2023 | $1,335,135 | -3.3% | 4,903 | +0.5% | 0.05% | +2.0% |
| Q2 2023 | $1,380,278 | +31.7% | 4,878 | +16.1% | 0.05% | +22.0% |
| Q1 2023 | $1,048,396 | +120961.9% | 4,203 | +3.4% | 0.04% | +13.9% |
| Q4 2022 | $866 | -99.9% | 4,064 | +24.8% | 0.04% | +12.5% |
| Q3 2022 | $697,000 | -4.0% | 3,256 | 0.0% | 0.03% | +6.7% |
| Q2 2022 | $726,000 | -22.4% | 3,256 | 0.0% | 0.03% | -9.1% |
| Q1 2022 | $936,000 | -10.4% | 3,256 | 0.0% | 0.03% | -2.9% |
| Q4 2021 | $1,045,000 | +7.3% | 3,256 | -3.0% | 0.03% | -2.9% |
| Q3 2021 | $974,000 | +48.2% | 3,356 | +46.4% | 0.04% | +45.8% |
| Q2 2021 | $657,000 | +11.5% | 2,292 | 0.0% | 0.02% | +4.3% |
| Q1 2021 | $589,000 | +1.4% | 2,292 | 0.0% | 0.02% | -4.2% |
| Q4 2020 | $581,000 | +16.2% | 2,292 | +4.3% | 0.02% | +4.3% |
| Q3 2020 | $500,000 | +4.4% | 2,197 | -7.2% | 0.02% | -4.2% |
| Q2 2020 | $479,000 | +39.2% | 2,367 | +7.7% | 0.02% | +20.0% |
| Q1 2020 | $344,000 | -14.0% | 2,197 | 0.0% | 0.02% | +11.1% |
| Q4 2019 | $400,000 | +9.6% | 2,197 | 0.0% | 0.02% | +5.9% |
| Q3 2019 | $365,000 | -81.4% | 2,197 | -81.8% | 0.02% | -81.7% |
| Q2 2019 | $1,967,000 | +460.4% | 12,039 | +436.5% | 0.09% | +447.1% |
| Q1 2019 | $351,000 | -13.5% | 2,244 | -25.8% | 0.02% | -26.1% |
| Q4 2018 | $406,000 | -20.5% | 3,025 | -4.6% | 0.02% | -8.0% |
| Q3 2018 | $511,000 | +7.6% | 3,172 | 0.0% | 0.02% | -16.7% |
| Q2 2018 | $475,000 | +1.7% | 3,172 | -3.7% | 0.03% | 0.0% |
| Q1 2018 | $467,000 | -8.6% | 3,294 | -9.3% | 0.03% | -3.2% |
| Q4 2017 | $511,000 | +5.8% | 3,632 | -0.2% | 0.03% | -16.2% |
| Q3 2017 | $483,000 | -14.8% | 3,638 | -18.4% | 0.04% | -19.6% |
| Q2 2017 | $567,000 | -15.6% | 4,460 | -19.2% | 0.05% | -11.5% |
| Q1 2017 | $672,000 | +8.2% | 5,521 | -0.9% | 0.05% | -1.9% |
| Q4 2016 | $621,000 | -4.5% | 5,570 | -3.8% | 0.05% | -30.3% |
| Q3 2016 | $650,000 | +24.5% | 5,788 | +18.9% | 0.08% | +26.7% |
| Q2 2016 | $522,000 | +68.9% | 4,869 | +68.0% | 0.06% | +76.5% |
| Q1 2016 | $309,000 | – | 2,898 | – | 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% |