VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $838,779 | +6.6% | 3,080 | -16.6% | 0.19% | -1.1% |
| Q2 2023 | $786,982 | 0.0% | 3,693 | 0.0% | 0.19% | -1.6% |
| Q1 2023 | $786,982 | 0.0% | 3,693 | 0.0% | 0.19% | +0.5% |
| Q4 2022 | $786,982 | +200.4% | 3,693 | +208.0% | 0.19% | +179.4% |
| Q3 2022 | $262,000 | -23.4% | 1,199 | -15.9% | 0.07% | -20.9% |
| Q2 2022 | $342,000 | -32.1% | 1,425 | -18.8% | 0.09% | -25.9% |
| Q1 2022 | $504,000 | -10.5% | 1,754 | 0.0% | 0.12% | -14.1% |
| Q4 2021 | $563,000 | +9.7% | 1,754 | -0.8% | 0.14% | 0.0% |
| Q3 2021 | $513,000 | +4.9% | 1,769 | +3.7% | 0.14% | +5.5% |
| Q2 2021 | $489,000 | +59.8% | 1,706 | +43.2% | 0.13% | +45.5% |
| Q1 2021 | $306,000 | +9.3% | 1,191 | +7.8% | 0.09% | -1.1% |
| Q4 2020 | $280,000 | +20.2% | 1,105 | +8.1% | 0.09% | +97.8% |
| Q3 2020 | $233,000 | +22.0% | 1,022 | +8.3% | 0.04% | -37.5% |
| Q2 2020 | $191,000 | +172.9% | 944 | +111.2% | 0.07% | +111.8% |
| Q1 2020 | $70,000 | -53.9% | 447 | -46.5% | 0.03% | -45.2% |
| Q4 2019 | $152,000 | +223.4% | 835 | +195.1% | 0.06% | +287.5% |
| Q3 2019 | $47,000 | +2.2% | 283 | 0.0% | 0.02% | -11.1% |
| Q2 2019 | $46,000 | -44.6% | 283 | -46.9% | 0.02% | -48.6% |
| Q1 2019 | $83,000 | -40.3% | 533 | -48.7% | 0.04% | -48.5% |
| Q4 2018 | $139,000 | – | 1,038 | – | 0.07% | – |
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% |