Merit Financial Group, LLC - VANGUARD INDEX FDS ownership

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
Merit Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$185,814,337
-2.0%
682,363
+1.8%
6.08%
-0.9%
Q2 2023$189,622,446
-4.9%
670,139
-16.2%
6.14%
-15.4%
Q1 2023$199,384,247
+4.5%
799,327
-10.7%
7.25%
+5.1%
Q4 2022$190,713,991
+2.2%
894,909
+2.6%
6.90%
-14.8%
Q3 2022$186,586,000
-22.4%
872,101
-19.2%
8.10%
+8.8%
Q2 2022$240,462,000
-16.3%
1,078,839
+7.9%
7.44%
-57.1%
Q1 2022$287,453,000
-18.0%
999,489
-8.5%
17.34%
-49.6%
Q4 2021$350,473,000
+8.3%
1,092,156
-2.1%
34.38%
+1.5%
Q3 2021$323,621,000
+3.8%
1,115,282
+2.6%
33.87%
+15.5%
Q2 2021$311,871,000
+15.6%
1,087,379
+3.6%
29.32%
+3.9%
Q1 2021$269,734,000
+11.6%
1,049,384
+10.0%
28.22%
+20.8%
Q4 2020$241,691,000
+9.3%
954,018
-1.8%
23.36%
+15.7%
Q3 2020$221,036,000
+14.1%
971,116
+1.3%
20.19%
+4.8%
Q2 2020$193,701,000
+6.4%
958,489
-17.5%
19.27%
-5.2%
Q1 2020$182,010,000
-17.0%
1,161,590
-3.5%
20.34%
+4.8%
Q4 2019$219,310,000
+14.5%
1,203,877
+4.5%
19.41%
-7.4%
Q3 2019$191,618,000
-6.4%
1,152,379
-8.0%
20.95%
-12.7%
Q2 2019$204,701,000
+6.1%
1,252,846
+1.6%
24.01%
+2.0%
Q1 2019$192,908,000
+21.5%
1,233,276
+4.3%
23.53%
-1.5%
Q4 2018$158,767,000
-16.2%
1,181,931
+0.5%
23.88%
-21.2%
Q3 2018$189,392,000
+13.1%
1,175,997
+5.2%
30.33%
+1.0%
Q2 2018$167,523,000
+14.1%
1,118,241
+8.1%
30.01%
+4.1%
Q1 2018$146,783,000
+9.7%
1,034,568
+8.7%
28.84%
+1.2%
Q4 2017$133,862,000951,74128.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders