VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 733 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,100,134 | -5.8% | 29,746 | -2.2% | 1.07% | -4.7% |
Q2 2023 | $8,603,116 | +6.7% | 30,404 | -5.9% | 1.12% | +6.0% |
Q1 2023 | $8,062,650 | +9.6% | 32,323 | -6.3% | 1.06% | +6.5% |
Q4 2022 | $7,353,361 | -6.3% | 34,505 | -5.9% | 0.99% | -12.0% |
Q3 2022 | $7,845,000 | -2.5% | 36,669 | +1.6% | 1.13% | +7.5% |
Q2 2022 | $8,047,000 | -25.7% | 36,103 | -4.2% | 1.05% | -12.8% |
Q1 2022 | $10,837,000 | -16.7% | 37,681 | -7.0% | 1.20% | -13.3% |
Q4 2021 | $13,004,000 | +8.4% | 40,525 | -2.0% | 1.39% | -3.6% |
Q3 2021 | $11,994,000 | -2.0% | 41,335 | -3.1% | 1.44% | -7.4% |
Q2 2021 | $12,234,000 | +6.2% | 42,656 | -4.8% | 1.56% | +1.3% |
Q1 2021 | $11,515,000 | -6.9% | 44,800 | -8.3% | 1.54% | -13.3% |
Q4 2020 | $12,374,000 | -0.9% | 48,843 | -11.0% | 1.77% | -9.7% |
Q3 2020 | $12,491,000 | -3.5% | 54,881 | -14.3% | 1.96% | -16.5% |
Q2 2020 | $12,945,000 | +17.1% | 64,057 | -9.2% | 2.35% | +11.0% |
Q1 2020 | $11,059,000 | -25.9% | 70,578 | -13.8% | 2.12% | -19.4% |
Q4 2019 | $14,915,000 | +9.2% | 81,875 | -0.3% | 2.62% | +1.0% |
Q3 2019 | $13,659,000 | +1.2% | 82,146 | -0.6% | 2.60% | +2.2% |
Q2 2019 | $13,496,000 | +3.4% | 82,602 | -1.0% | 2.54% | -11.3% |
Q1 2019 | $13,046,000 | +23.5% | 83,405 | +6.0% | 2.87% | +9.6% |
Q4 2018 | $10,565,000 | -17.4% | 78,651 | -1.0% | 2.62% | -14.6% |
Q3 2018 | $12,790,000 | +10.8% | 79,421 | +3.1% | 3.06% | +1.3% |
Q2 2018 | $11,545,000 | +7.3% | 77,063 | +1.6% | 3.03% | +3.4% |
Q1 2018 | $10,758,000 | +12.3% | 75,827 | +11.4% | 2.93% | +27.0% |
Q4 2017 | $9,577,000 | +11.9% | 68,088 | +5.6% | 2.30% | +5.1% |
Q3 2017 | $8,557,000 | +18.9% | 64,461 | +13.8% | 2.19% | +14.8% |
Q2 2017 | $7,197,000 | +35.4% | 56,649 | +29.7% | 1.91% | +39.9% |
Q1 2017 | $5,315,000 | – | 43,681 | – | 1.37% | – |
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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% |