VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,058,697 | -4.5% | 235,341 | -0.7% | 4.33% | -0.6% |
| Q2 2023 | $67,042,361 | +13.4% | 237,031 | +0.0% | 4.36% | +7.6% |
| Q1 2023 | $59,097,229 | +23.0% | 237,019 | +5.0% | 4.05% | +11.7% |
| Q4 2022 | $48,064,683 | +7.1% | 225,638 | +7.5% | 3.63% | -2.3% |
| Q3 2022 | $44,891,000 | -5.5% | 209,923 | -1.6% | 3.71% | -22.6% |
| Q2 2022 | $47,523,000 | -18.3% | 213,314 | +5.5% | 4.80% | -4.2% |
| Q1 2022 | $58,141,000 | +3.0% | 202,161 | +14.9% | 5.01% | +7.4% |
| Q4 2021 | $56,438,000 | +24.4% | 175,876 | +12.5% | 4.66% | +24.6% |
| Q3 2021 | $45,357,000 | +14.2% | 156,312 | +13.3% | 3.74% | -6.2% |
| Q2 2021 | $39,714,000 | +28.6% | 137,949 | +14.8% | 3.99% | +20.9% |
| Q1 2021 | $30,877,000 | +25.6% | 120,127 | +23.8% | 3.30% | +8.8% |
| Q4 2020 | $24,591,000 | +60.0% | 97,067 | +43.8% | 3.03% | +38.4% |
| Q3 2020 | $15,365,000 | +58.5% | 67,507 | +40.7% | 2.19% | +44.4% |
| Q2 2020 | $9,693,000 | +74.8% | 47,964 | +35.6% | 1.52% | +38.8% |
| Q1 2020 | $5,544,000 | +185.2% | 35,382 | +231.4% | 1.09% | +250.3% |
| Q4 2019 | $1,944,000 | +104.0% | 10,675 | +86.2% | 0.31% | +86.8% |
| Q3 2019 | $953,000 | +2.3% | 5,732 | +0.4% | 0.17% | 0.0% |
| Q2 2019 | $932,000 | -0.9% | 5,707 | -5.0% | 0.17% | -16.1% |
| Q1 2019 | $940,000 | +14.4% | 6,010 | -1.8% | 0.20% | +0.5% |
| Q4 2018 | $822,000 | -9.2% | 6,120 | +8.9% | 0.20% | +2.6% |
| Q3 2018 | $905,000 | +7.5% | 5,620 | 0.0% | 0.19% | +1.6% |
| Q2 2018 | $842,000 | +5.6% | 5,620 | 0.0% | 0.19% | +3.3% |
| Q1 2018 | $797,000 | +4.9% | 5,620 | 0.0% | 0.18% | +8.2% |
| Q4 2017 | $760,000 | -10.2% | 5,620 | -11.8% | 0.17% | -38.8% |
| Q3 2017 | $846,000 | +14.2% | 6,375 | +9.3% | 0.28% | -8.3% |
| Q2 2017 | $741,000 | -0.4% | 5,833 | -4.7% | 0.30% | +22.2% |
| Q1 2017 | $744,000 | +2.8% | 6,119 | -5.7% | 0.25% | -8.1% |
| Q4 2016 | $724,000 | -0.7% | 6,490 | 0.0% | 0.27% | -5.6% |
| Q3 2016 | $729,000 | -46.9% | 6,490 | -49.5% | 0.29% | -3.7% |
| Q2 2016 | $1,373,000 | +100.7% | 12,852 | +100.0% | 0.30% | -2.0% |
| Q1 2016 | $684,000 | -10.2% | 6,426 | -10.3% | 0.30% | -27.3% |
| Q4 2015 | $762,000 | +6.1% | 7,162 | 0.0% | 0.42% | -1.0% |
| Q3 2015 | $718,000 | -6.4% | 7,162 | 0.0% | 0.42% | -29.7% |
| Q2 2015 | $767,000 | +2.4% | 7,162 | 0.0% | 0.60% | +3.6% |
| Q1 2015 | $749,000 | +0.1% | 7,162 | 0.0% | 0.58% | -2.9% |
| Q4 2014 | $748,000 | +3.2% | 7,162 | -1.6% | 0.60% | -3.6% |
| Q3 2014 | $725,000 | +0.7% | 7,278 | 0.0% | 0.62% | +2.2% |
| Q2 2014 | $720,000 | +22.7% | 7,278 | +15.9% | 0.60% | +23.3% |
| Q1 2014 | $587,000 | +4.8% | 6,278 | +3.7% | 0.49% | -7.7% |
| Q4 2013 | $560,000 | – | 6,052 | – | 0.53% | – |
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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% |