VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $381,145 | +12.2% | 1,226 | -1.7% | 0.04% | -2.8% |
| Q3 2023 | $339,567 | -3.6% | 1,247 | +0.2% | 0.04% | -5.3% |
| Q2 2023 | $352,410 | +30.4% | 1,245 | +14.9% | 0.04% | +22.6% |
| Q1 2023 | $270,344 | -41.4% | 1,084 | -49.9% | 0.03% | -40.4% |
| Q4 2022 | $461,110 | +99.6% | 2,164 | +100.4% | 0.05% | +57.6% |
| Q3 2022 | $231,000 | -3.8% | 1,080 | +0.3% | 0.03% | +3.1% |
| Q2 2022 | $240,000 | -28.6% | 1,077 | -7.8% | 0.03% | -20.0% |
| Q1 2022 | $336,000 | -20.6% | 1,168 | -11.4% | 0.04% | -20.0% |
| Q4 2021 | $423,000 | +41.0% | 1,318 | +27.6% | 0.05% | +25.0% |
| Q3 2021 | $300,000 | +4.5% | 1,033 | +3.3% | 0.04% | +5.3% |
| Q2 2021 | $287,000 | +15.7% | 1,000 | +3.6% | 0.04% | +8.6% |
| Q1 2021 | $248,000 | -25.5% | 965 | -26.6% | 0.04% | -30.0% |
| Q4 2020 | $333,000 | +52.1% | 1,314 | +36.6% | 0.05% | +35.1% |
| Q3 2020 | $219,000 | +2.8% | 962 | +0.1% | 0.04% | +2.8% |
| Q2 2020 | $213,000 | -100.0% | 961 | -86.5% | 0.04% | -93.5% |
| Q3 2014 | $711,943,000 | +100032.6% | 7,143 | -0.6% | 0.56% | -11.5% |
| Q2 2014 | $711,000 | +7.2% | 7,188 | +1.4% | 0.63% | -8.2% |
| Q1 2014 | $663,000 | -10.4% | 7,088 | -10.8% | 0.68% | +3.3% |
| Q4 2013 | $740,000 | – | 7,950 | – | 0.66% | – |
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% |