VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467,829 | -6.7% | 1,718 | -3.1% | 0.05% | -7.7% |
| Q2 2023 | $501,590 | +11.2% | 1,773 | -1.9% | 0.05% | +6.1% |
| Q1 2023 | $450,868 | +16.2% | 1,808 | -0.7% | 0.05% | +14.0% |
| Q4 2022 | $387,938 | -6.1% | 1,820 | -7.2% | 0.04% | -10.4% |
| Q3 2022 | $413,000 | +4.0% | 1,961 | +10.0% | 0.05% | +4.3% |
| Q2 2022 | $397,000 | -20.6% | 1,783 | +2.6% | 0.05% | -6.1% |
| Q1 2022 | $500,000 | -12.4% | 1,738 | -2.4% | 0.05% | -10.9% |
| Q4 2021 | $571,000 | +10.4% | 1,781 | 0.0% | 0.06% | -3.5% |
| Q3 2021 | $517,000 | -2.6% | 1,781 | -3.8% | 0.06% | -3.4% |
| Q2 2021 | $531,000 | +15.9% | 1,852 | +4.0% | 0.06% | +11.3% |
| Q1 2021 | $458,000 | +5.3% | 1,781 | +3.7% | 0.05% | -3.6% |
| Q4 2020 | $435,000 | +11.3% | 1,718 | 0.0% | 0.06% | +1.9% |
| Q3 2020 | $391,000 | +12.7% | 1,718 | 0.0% | 0.05% | +10.2% |
| Q2 2020 | $347,000 | +29.0% | 1,718 | 0.0% | 0.05% | +22.5% |
| Q1 2020 | $269,000 | -14.1% | 1,718 | 0.0% | 0.04% | +5.3% |
| Q4 2019 | $313,000 | +9.4% | 1,718 | 0.0% | 0.04% | -2.6% |
| Q3 2019 | $286,000 | -2.4% | 1,718 | 0.0% | 0.04% | -2.5% |
| Q2 2019 | $293,000 | +21.6% | 1,718 | +11.3% | 0.04% | +14.3% |
| Q1 2019 | $241,000 | +13.7% | 1,543 | -2.3% | 0.04% | +2.9% |
| Q4 2018 | $212,000 | -6.6% | 1,579 | +2.3% | 0.03% | -2.9% |
| Q3 2018 | $227,000 | -1.7% | 1,543 | 0.0% | 0.04% | -5.4% |
| Q2 2018 | $231,000 | +5.5% | 1,543 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $219,000 | – | 1,543 | – | 0.04% | – |
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% |