VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 931 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 1.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,357,124 | -32.6% | 16,000 | -29.9% | 0.17% | -30.1% |
Q2 2023 | $6,462,198 | +6.0% | 22,837 | -6.5% | 0.24% | -1.6% |
Q1 2023 | $6,093,833 | -19.9% | 24,430 | -31.5% | 0.24% | -25.7% |
Q4 2022 | $7,605,672 | +175.7% | 35,688 | +176.8% | 0.33% | +147.7% |
Q3 2022 | $2,759,000 | +15.4% | 12,894 | +20.3% | 0.13% | +22.2% |
Q2 2022 | $2,390,000 | -23.3% | 10,722 | -1.0% | 0.11% | -5.3% |
Q1 2022 | $3,115,000 | -9.2% | 10,832 | +1.4% | 0.11% | +0.9% |
Q4 2021 | $3,429,000 | +10.2% | 10,686 | -0.3% | 0.11% | -3.4% |
Q3 2021 | $3,111,000 | +0.1% | 10,720 | -1.0% | 0.12% | 0.0% |
Q2 2021 | $3,107,000 | +4.4% | 10,832 | -6.4% | 0.12% | -6.4% |
Q1 2021 | $2,975,000 | +3.1% | 11,573 | +1.6% | 0.12% | -3.8% |
Q4 2020 | $2,885,000 | +8.3% | 11,387 | -2.8% | 0.13% | -4.4% |
Q3 2020 | $2,665,000 | +57.5% | 11,709 | +39.9% | 0.14% | +40.2% |
Q2 2020 | $1,692,000 | +44.6% | 8,371 | +12.1% | 0.10% | +19.8% |
Q1 2020 | $1,170,000 | -15.7% | 7,466 | -2.0% | 0.08% | +1.2% |
Q4 2019 | $1,388,000 | +9.6% | 7,620 | +0.0% | 0.08% | -1.2% |
Q3 2019 | $1,267,000 | +3.0% | 7,617 | +1.2% | 0.08% | +1.2% |
Q2 2019 | $1,230,000 | +7.9% | 7,530 | +3.3% | 0.08% | +2.6% |
Q1 2019 | $1,140,000 | +13.4% | 7,287 | -2.6% | 0.08% | -16.1% |
Q4 2018 | $1,005,000 | -40.7% | 7,480 | -35.5% | 0.09% | -33.1% |
Q3 2018 | $1,696,000 | +32.8% | 11,599 | +42.2% | 0.14% | +43.3% |
Q2 2018 | $1,277,000 | +13.5% | 8,159 | +7.8% | 0.10% | +3.2% |
Q1 2018 | $1,125,000 | +11.2% | 7,566 | +6.8% | 0.09% | +4.4% |
Q4 2017 | $1,012,000 | +21.1% | 7,084 | +14.1% | 0.09% | -8.2% |
Q3 2017 | $836,000 | -21.1% | 6,211 | -23.4% | 0.10% | -24.0% |
Q2 2017 | $1,059,000 | +3.8% | 8,108 | +0.0% | 0.13% | +2.4% |
Q1 2017 | $1,020,000 | +11.1% | 8,106 | +0.2% | 0.13% | +3.3% |
Q4 2016 | $918,000 | +10.6% | 8,088 | +7.0% | 0.12% | +1.7% |
Q3 2016 | $830,000 | -7.8% | 7,559 | -6.2% | 0.12% | -5.5% |
Q2 2016 | $900,000 | +6.3% | 8,059 | +1.3% | 0.13% | -2.3% |
Q1 2016 | $847,000 | +34.4% | 7,958 | +26.4% | 0.13% | +19.3% |
Q4 2015 | $630,000 | -10.9% | 6,297 | -3.6% | 0.11% | -9.9% |
Q3 2015 | $707,000 | -19.4% | 6,535 | -20.3% | 0.12% | -20.9% |
Q2 2015 | $877,000 | -6.4% | 8,196 | -4.8% | 0.15% | -5.6% |
Q1 2015 | $937,000 | +6.8% | 8,606 | +2.6% | 0.16% | -1.2% |
Q4 2014 | $877,000 | +11.4% | 8,391 | +6.3% | 0.16% | +4.5% |
Q3 2014 | $787,000 | – | 7,891 | – | 0.16% | – |
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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% |