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 | $42,296 | -3.8% | 155 | 0.0% | 0.03% | +8.0% |
| Q2 2023 | $43,950 | +13.4% | 155 | 0.0% | 0.02% | +13.6% |
| Q1 2023 | $38,744 | +17.0% | 155 | 0.0% | 0.02% | +15.8% |
| Q4 2022 | $33,101 | -42.9% | 155 | -42.6% | 0.02% | -45.7% |
| Q3 2022 | $58,000 | -3.3% | 270 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $60,000 | -23.1% | 270 | 0.0% | 0.03% | -12.8% |
| Q1 2022 | $78,000 | -10.3% | 270 | 0.0% | 0.04% | -7.1% |
| Q4 2021 | $87,000 | +11.5% | 270 | 0.0% | 0.04% | -2.3% |
| Q3 2021 | $78,000 | +1.3% | 270 | 0.0% | 0.04% | +4.9% |
| Q2 2021 | $77,000 | +11.6% | 270 | 0.0% | 0.04% | +2.5% |
| Q1 2021 | $69,000 | +1.5% | 270 | 0.0% | 0.04% | +2.6% |
| Q4 2020 | $68,000 | +11.5% | 270 | 0.0% | 0.04% | +2.6% |
| Q3 2020 | $61,000 | +10.9% | 270 | 0.0% | 0.04% | +5.6% |
| Q2 2020 | $55,000 | +31.0% | 270 | 0.0% | 0.04% | +12.5% |
| Q1 2020 | $42,000 | -14.3% | 270 | 0.0% | 0.03% | +3.2% |
| Q4 2019 | $49,000 | +8.9% | 270 | 0.0% | 0.03% | +3.3% |
| Q3 2019 | $45,000 | +2.3% | 270 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $44,000 | +4.8% | 270 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $42,000 | +16.7% | 270 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $36,000 | -16.3% | 270 | 0.0% | 0.03% | +3.4% |
| Q3 2018 | $43,000 | +7.5% | 270 | 0.0% | 0.03% | -3.3% |
| Q2 2018 | $40,000 | +5.3% | 270 | 0.0% | 0.03% | +15.4% |
| Q1 2018 | $38,000 | 0.0% | 270 | 0.0% | 0.03% | +4.0% |
| Q4 2017 | $38,000 | +5.6% | 270 | 0.0% | 0.02% | +4.2% |
| Q3 2017 | $36,000 | +5.9% | 270 | 0.0% | 0.02% | +4.3% |
| Q2 2017 | $34,000 | +3.0% | 270 | -0.4% | 0.02% | -4.2% |
| Q1 2017 | $33,000 | +10.0% | 271 | +0.4% | 0.02% | +9.1% |
| Q4 2016 | $30,000 | – | 270 | – | 0.02% | – |
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% |