VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,542,364 | -3.8% | 5,664 | 0.0% | 0.10% | -8.7% |
Q2 2023 | $1,602,685 | +13.4% | 5,664 | 0.0% | 0.10% | -20.0% |
Q1 2023 | $1,412,828 | +49.7% | 5,664 | +27.9% | 0.13% | -17.7% |
Q4 2022 | $944,077 | -0.4% | 4,430 | 0.0% | 0.16% | -21.0% |
Q3 2022 | $948,000 | -4.0% | 4,430 | 0.0% | 0.20% | +17.0% |
Q2 2022 | $987,000 | -22.5% | 4,430 | 0.0% | 0.17% | +30.5% |
Q1 2022 | $1,274,000 | -10.4% | 4,430 | 0.0% | 0.13% | -4.4% |
Q4 2021 | $1,422,000 | +10.7% | 4,430 | 0.0% | 0.14% | -40.4% |
Q3 2021 | $1,285,000 | +1.1% | 4,430 | 0.0% | 0.23% | +60.8% |
Q2 2021 | $1,271,000 | +11.6% | 4,430 | 0.0% | 0.14% | +22.2% |
Q1 2021 | $1,139,000 | +1.5% | 4,430 | 0.0% | 0.12% | -23.5% |
Q4 2020 | $1,122,000 | -31.6% | 4,430 | -38.5% | 0.15% | -67.9% |
Q3 2020 | $1,640,000 | +88.3% | 7,205 | +67.2% | 0.48% | +42.4% |
Q2 2020 | $871,000 | +29.0% | 4,310 | 0.0% | 0.34% | -2.0% |
Q1 2020 | $675,000 | -14.0% | 4,310 | 0.0% | 0.34% | -19.1% |
Q4 2019 | $785,000 | +9.5% | 4,310 | 0.0% | 0.42% | -24.3% |
Q3 2019 | $717,000 | +1.8% | 4,310 | 0.0% | 0.56% | -1.4% |
Q2 2019 | $704,000 | +4.5% | 4,310 | 0.0% | 0.57% | +0.4% |
Q1 2019 | $674,000 | +16.4% | 4,310 | 0.0% | 0.56% | -16.7% |
Q4 2018 | $579,000 | -16.6% | 4,310 | 0.0% | 0.68% | +34.8% |
Q3 2018 | $694,000 | -6.3% | 4,310 | -12.8% | 0.50% | -16.2% |
Q2 2018 | $741,000 | +39.0% | 4,945 | +31.5% | 0.60% | +45.3% |
Q1 2018 | $533,000 | +0.8% | 3,760 | 0.0% | 0.41% | -6.6% |
Q4 2017 | $529,000 | – | 3,760 | – | 0.44% | – |
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% |