VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $714,269 | +19.0% | 2,623 | +23.6% | 0.03% | +24.0% |
| Q2 2023 | $600,441 | +144.1% | 2,122 | +115.2% | 0.02% | +127.3% |
| Q1 2023 | $245,947 | -16.1% | 986 | -25.0% | 0.01% | -15.4% |
| Q2 2022 | $293,000 | -42.5% | 1,314 | -25.9% | 0.01% | -35.0% |
| Q1 2022 | $510,000 | -16.0% | 1,773 | -6.2% | 0.02% | -13.0% |
| Q4 2021 | $607,000 | -37.1% | 1,890 | -43.2% | 0.02% | -43.9% |
| Q3 2021 | $965,000 | -15.1% | 3,325 | -16.1% | 0.04% | -10.9% |
| Q2 2021 | $1,137,000 | +4.2% | 3,964 | -6.6% | 0.05% | 0.0% |
| Q1 2021 | $1,091,000 | -4.0% | 4,246 | -5.3% | 0.05% | -9.8% |
| Q4 2020 | $1,136,000 | +10.9% | 4,484 | -0.4% | 0.05% | +2.0% |
| Q3 2020 | $1,024,000 | +28.8% | 4,501 | +14.4% | 0.05% | +13.6% |
| Q2 2020 | $795,000 | +28.2% | 3,933 | -0.6% | 0.04% | +12.8% |
| Q1 2020 | $620,000 | -17.6% | 3,958 | -4.1% | 0.04% | +2.6% |
| Q4 2019 | $752,000 | +7.3% | 4,128 | -2.1% | 0.04% | +2.7% |
| Q3 2019 | $701,000 | -28.5% | 4,215 | -29.8% | 0.04% | -32.7% |
| Q2 2019 | $981,000 | +2.9% | 6,003 | -1.4% | 0.06% | 0.0% |
| Q1 2019 | $953,000 | +5.2% | 6,091 | -9.7% | 0.06% | -9.8% |
| Q4 2018 | $906,000 | -13.1% | 6,746 | +4.2% | 0.06% | -3.2% |
| Q3 2018 | $1,042,000 | -1.3% | 6,471 | -8.2% | 0.06% | -1.6% |
| Q2 2018 | $1,056,000 | +14.8% | 7,046 | +8.7% | 0.06% | +8.5% |
| Q1 2018 | $920,000 | +23.3% | 6,484 | +22.2% | 0.06% | +25.5% |
| Q4 2017 | $746,000 | +21.1% | 5,306 | +14.4% | 0.05% | +14.6% |
| Q3 2017 | $616,000 | +2269.2% | 4,637 | +1777.3% | 0.04% | +1266.7% |
| Q4 2015 | $26,000 | +4.0% | 247 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $25,000 | -3.8% | 247 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $26,000 | 0.0% | 247 | 0.0% | 0.00% | -25.0% |
| Q1 2015 | $26,000 | 0.0% | 247 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $26,000 | +4.0% | 247 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $25,000 | +4.2% | 247 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $24,000 | +4.3% | 247 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $23,000 | – | 247 | – | 0.00% | – |
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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% |