VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,545,256 | -7.9% | 5,675 | -4.3% | 0.55% | -4.7% |
Q2 2023 | $1,678,256 | +18.7% | 5,931 | +4.7% | 0.58% | +14.3% |
Q1 2023 | $1,413,406 | +13.1% | 5,666 | -3.3% | 0.50% | +10.3% |
Q4 2022 | $1,249,263 | +19.2% | 5,862 | +19.7% | 0.46% | +7.0% |
Q3 2022 | $1,048,000 | +11.1% | 4,898 | +15.8% | 0.43% | +16.6% |
Q2 2022 | $943,000 | -22.8% | 4,230 | -0.4% | 0.37% | -10.3% |
Q1 2022 | $1,222,000 | -11.6% | 4,248 | -1.4% | 0.41% | -5.5% |
Q4 2021 | $1,382,000 | +3.1% | 4,307 | -6.8% | 0.43% | -4.8% |
Q3 2021 | $1,341,000 | +39.3% | 4,622 | +37.7% | 0.46% | +39.6% |
Q2 2021 | $963,000 | +9.2% | 3,356 | -2.2% | 0.33% | +2.2% |
Q1 2021 | $882,000 | -2.6% | 3,432 | -4.0% | 0.32% | -11.1% |
Q4 2020 | $906,000 | +8.6% | 3,576 | -2.4% | 0.36% | -4.8% |
Q3 2020 | $834,000 | +9.0% | 3,664 | -3.2% | 0.38% | +3.0% |
Q2 2020 | $765,000 | +13.5% | 3,786 | -12.0% | 0.37% | -5.7% |
Q1 2020 | $674,000 | -16.0% | 4,303 | -2.3% | 0.39% | +11.5% |
Q4 2019 | $802,000 | +10.5% | 4,405 | +0.8% | 0.35% | -2.0% |
Q3 2019 | $726,000 | +1.0% | 4,368 | +0.8% | 0.36% | -2.7% |
Q2 2019 | $719,000 | +12.2% | 4,334 | +5.7% | 0.36% | +8.6% |
Q1 2019 | $641,000 | +19.1% | 4,100 | +2.4% | 0.34% | +5.7% |
Q4 2018 | $538,000 | -23.1% | 4,004 | -7.9% | 0.32% | -14.5% |
Q3 2018 | $700,000 | +7.0% | 4,349 | -0.3% | 0.37% | +1.9% |
Q2 2018 | $654,000 | +9.2% | 4,364 | +3.4% | 0.36% | +6.1% |
Q1 2018 | $599,000 | +19.6% | 4,220 | +18.5% | 0.34% | +20.3% |
Q4 2017 | $501,000 | +12.3% | 3,560 | +5.9% | 0.29% | +7.9% |
Q3 2017 | $446,000 | +27.8% | 3,362 | +22.4% | 0.26% | +14.7% |
Q2 2017 | $349,000 | +26.4% | 2,747 | +21.0% | 0.23% | +31.2% |
Q1 2017 | $276,000 | – | 2,271 | – | 0.18% | – |
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% |