VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,010 | -3.8% | 1,502 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $425,006 | +13.4% | 1,502 | 0.0% | 0.05% | +10.6% |
| Q1 2023 | $374,659 | +116980.9% | 1,502 | 0.0% | 0.05% | +9.3% |
| Q4 2022 | $320 | -99.9% | 1,502 | 0.0% | 0.04% | -6.5% |
| Q3 2022 | $321,000 | -4.2% | 1,502 | 0.0% | 0.05% | +2.2% |
| Q2 2022 | $335,000 | -22.5% | 1,502 | 0.0% | 0.04% | -6.2% |
| Q1 2022 | $432,000 | -10.4% | 1,502 | 0.0% | 0.05% | -5.9% |
| Q4 2021 | $482,000 | +10.6% | 1,502 | 0.0% | 0.05% | +2.0% |
| Q3 2021 | $436,000 | +1.2% | 1,502 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $431,000 | +11.7% | 1,502 | 0.0% | 0.05% | -2.0% |
| Q1 2021 | $386,000 | +1.3% | 1,502 | 0.0% | 0.05% | -7.3% |
| Q4 2020 | $381,000 | +11.4% | 1,502 | 0.0% | 0.06% | -3.5% |
| Q3 2020 | $342,000 | +12.5% | 1,502 | 0.0% | 0.06% | +5.6% |
| Q2 2020 | $304,000 | +29.4% | 1,502 | 0.0% | 0.05% | +14.9% |
| Q1 2020 | $235,000 | -14.2% | 1,502 | 0.0% | 0.05% | +9.3% |
| Q4 2019 | $274,000 | +9.6% | 1,502 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $250,000 | +2.0% | 1,502 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $245,000 | +4.3% | 1,502 | 0.0% | 0.04% | +2.4% |
| Q1 2019 | $235,000 | +16.3% | 1,502 | 0.0% | 0.04% | +23.5% |
| Q4 2018 | $202,000 | – | 1,502 | – | 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% |