VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $848,518 | -3.5% | 3,116 | -0.2% | 0.21% | +0.5% |
Q2 2023 | $879,468 | +15.8% | 3,123 | +2.5% | 0.21% | +11.6% |
Q1 2023 | $759,794 | +21.7% | 3,046 | +4.0% | 0.19% | +13.9% |
Q4 2022 | $624,412 | +6.0% | 2,930 | +6.5% | 0.17% | -1.8% |
Q3 2022 | $589,000 | -2.6% | 2,752 | +1.4% | 0.17% | -1.2% |
Q2 2022 | $605,000 | -18.7% | 2,713 | +4.9% | 0.17% | -15.3% |
Q1 2022 | $744,000 | -9.6% | 2,586 | +0.8% | 0.20% | -6.0% |
Q4 2021 | $823,000 | +11.8% | 2,566 | +1.2% | 0.22% | +6.4% |
Q3 2021 | $736,000 | +3.4% | 2,536 | +2.2% | 0.20% | +3.1% |
Q2 2021 | $712,000 | +16.0% | 2,481 | +2.4% | 0.20% | +4.8% |
Q1 2021 | $614,000 | +24.5% | 2,423 | +11.8% | 0.19% | +12.0% |
Q4 2020 | $493,000 | 0.0% | 2,167 | 0.0% | 0.17% | 0.0% |
Q3 2020 | $493,000 | +11.5% | 2,167 | -0.8% | 0.17% | +5.7% |
Q2 2020 | $442,000 | +25.9% | 2,185 | -2.4% | 0.16% | +9.7% |
Q1 2020 | $351,000 | -14.0% | 2,238 | 0.0% | 0.14% | -4.6% |
Q4 2019 | $408,000 | +8.5% | 2,238 | -2.9% | 0.15% | -1.3% |
Q3 2019 | $376,000 | +3.6% | 2,304 | -0.8% | 0.15% | +0.7% |
Q2 2019 | $363,000 | +15.6% | 2,322 | -0.7% | 0.15% | +4.1% |
Q1 2019 | $314,000 | -16.0% | 2,339 | +0.7% | 0.15% | -7.6% |
Q4 2018 | $374,000 | 0.0% | 2,322 | 0.0% | 0.16% | 0.0% |
Q3 2018 | $374,000 | -6.3% | 2,322 | -12.9% | 0.16% | -10.2% |
Q2 2018 | $399,000 | +1.3% | 2,666 | -4.1% | 0.18% | -2.2% |
Q1 2018 | $394,000 | -7.9% | 2,779 | -8.7% | 0.18% | -8.6% |
Q4 2017 | $428,000 | +4.4% | 3,045 | -1.4% | 0.20% | 0.0% |
Q3 2017 | $410,000 | +0.7% | 3,088 | -3.6% | 0.20% | -4.4% |
Q2 2017 | $407,000 | +0.5% | 3,202 | -3.9% | 0.21% | -2.8% |
Q1 2017 | $405,000 | +8.9% | 3,333 | 0.0% | 0.21% | +3.9% |
Q4 2016 | $372,000 | +5.1% | 3,333 | +5.7% | 0.20% | +3.0% |
Q3 2016 | $354,000 | +4.1% | 3,154 | -0.5% | 0.20% | -0.5% |
Q2 2016 | $340,000 | +9.7% | 3,170 | +8.7% | 0.20% | +5.3% |
Q1 2016 | $310,000 | – | 2,916 | – | 0.19% | – |
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% |