VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 755 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.12 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $214,873 | -3.6% | 789 | +0.1% | 0.12% | +4.2% |
Q2 2023 | $222,966 | -7.9% | 788 | -6.5% | 0.12% | +7.1% |
Q1 2022 | $242,000 | -14.5% | 843 | -4.4% | 0.11% | -11.1% |
Q4 2021 | $283,000 | +10.5% | 882 | +0.1% | 0.13% | +2.4% |
Q3 2021 | $256,000 | +1.6% | 881 | +0.1% | 0.12% | +4.2% |
Q2 2021 | $252,000 | -66.1% | 880 | -69.6% | 0.12% | -70.0% |
Q1 2021 | $744,000 | -5.0% | 2,893 | -6.4% | 0.39% | -0.3% |
Q4 2020 | $783,000 | +12.8% | 3,092 | +1.5% | 0.39% | +2.9% |
Q3 2020 | $694,000 | +10.7% | 3,047 | -1.9% | 0.38% | +18.6% |
Q2 2020 | $627,000 | +7.5% | 3,105 | -16.6% | 0.32% | -11.5% |
Q1 2020 | $583,000 | +24.6% | 3,721 | +44.7% | 0.36% | +63.7% |
Q4 2019 | $468,000 | +10.4% | 2,571 | +0.7% | 0.22% | -29.4% |
Q3 2019 | $424,000 | +4.7% | 2,552 | -1.5% | 0.32% | -16.4% |
Q2 2019 | $405,000 | +19.8% | 2,592 | +19.8% | 0.38% | +76.6% |
Q1 2019 | $338,000 | +16.2% | 2,163 | 0.0% | 0.21% | -5.7% |
Q4 2018 | $291,000 | -28.1% | 2,163 | -14.1% | 0.23% | -16.5% |
Q3 2018 | $405,000 | +91.9% | 2,517 | +78.5% | 0.27% | +136.5% |
Q2 2018 | $211,000 | – | 1,410 | – | 0.12% | – |
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% |