VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,790,839 | +28.9% | 248,947 | +33.9% | 0.52% | -34.1% |
| Q2 2023 | $52,588,466 | +41.7% | 185,851 | +24.9% | 0.78% | +30.4% |
| Q1 2023 | $37,116,294 | -43.3% | 148,798 | -53.4% | 0.60% | +7.9% |
| Q4 2022 | $65,462,236 | +165.6% | 319,602 | +177.4% | 0.56% | +150.2% |
| Q3 2022 | $24,651,251 | -51.2% | 115,210 | -49.2% | 0.22% | -80.0% |
| Q2 2022 | $50,536,885 | +495.9% | 226,736 | +670.5% | 1.11% | +462.1% |
| Q1 2022 | $8,481,000 | -11.2% | 29,428 | -0.7% | 0.20% | -16.8% |
| Q4 2021 | $9,546,000 | +10.2% | 29,648 | -0.7% | 0.24% | -5.9% |
| Q3 2021 | $8,666,000 | +1.3% | 29,868 | +0.1% | 0.25% | -1.6% |
| Q2 2021 | $8,559,000 | +11.6% | 29,840 | +0.0% | 0.26% | -0.8% |
| Q1 2021 | $7,670,000 | +0.7% | 29,839 | -0.8% | 0.26% | -17.3% |
| Q4 2020 | $7,619,000 | +23.9% | 30,074 | +11.3% | 0.31% | -53.2% |
| Q3 2020 | $6,148,000 | +14.6% | 27,011 | +1.7% | 0.67% | +5.2% |
| Q2 2020 | $5,365,000 | +29.0% | 26,550 | 0.0% | 0.64% | +7.6% |
| Q1 2020 | $4,160,000 | +1141.8% | 26,550 | +14329.3% | 0.59% | +14675.0% |
| Q4 2019 | $335,000 | +980.6% | 184 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $31,000 | +3.3% | 184 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $30,000 | -9.1% | 184 | -11.5% | 0.00% | 0.0% |
| Q1 2019 | $33,000 | +1000.0% | 208 | +766.7% | 0.00% | +300.0% |
| Q4 2018 | $3,000 | -25.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | – | 24 | – | 0.00% | – |
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% |