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 | $221,921 | -13.9% | 815 | -10.5% | 0.03% | -8.8% |
| Q2 2023 | $257,762 | +10.4% | 911 | -2.7% | 0.03% | +6.2% |
| Q1 2023 | $233,471 | +17.0% | 936 | 0.0% | 0.03% | +14.3% |
| Q4 2022 | $199,463 | -0.3% | 936 | 0.0% | 0.03% | -9.7% |
| Q3 2022 | $200,000 | -7.0% | 936 | -3.0% | 0.03% | 0.0% |
| Q2 2022 | $215,000 | -23.8% | 965 | -1.5% | 0.03% | -11.4% |
| Q1 2022 | $282,000 | +25.9% | 980 | +40.0% | 0.04% | +34.6% |
| Q4 2021 | $224,000 | +26.6% | 700 | +14.8% | 0.03% | +18.2% |
| Q3 2021 | $177,000 | +8.6% | 610 | +7.0% | 0.02% | +15.8% |
| Q2 2021 | $163,000 | +10.9% | 570 | 0.0% | 0.02% | +5.6% |
| Q1 2021 | $147,000 | -53.3% | 570 | -54.2% | 0.02% | -58.1% |
| Q4 2020 | $315,000 | +12.9% | 1,244 | +1.6% | 0.04% | +2.4% |
| Q3 2020 | $279,000 | +14.3% | 1,224 | +1.2% | 0.04% | +2.4% |
| Q2 2020 | $244,000 | +36.3% | 1,209 | +6.1% | 0.04% | +5.1% |
| Q1 2020 | $179,000 | +34.6% | 1,139 | +56.2% | 0.04% | +69.6% |
| Q4 2019 | $133,000 | +9.9% | 729 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $121,000 | – | 729 | – | 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% |