VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $58,397,409 | -8.8% | 214,456 | -5.2% | 9.42% | -1.4% |
Q2 2023 | $64,003,495 | +1.0% | 226,197 | -10.9% | 9.55% | -0.6% |
Q1 2023 | $63,353,924 | +120827.5% | 253,990 | +3.3% | 9.61% | +13.1% |
Q4 2022 | $52,390 | -99.9% | 245,841 | +5.3% | 8.49% | -22.3% |
Q3 2022 | $49,965,000 | +21.2% | 233,539 | +26.3% | 10.93% | +23.0% |
Q2 2022 | $41,219,000 | -11.9% | 184,937 | +13.7% | 8.89% | -2.7% |
Q1 2022 | $46,789,000 | -0.9% | 162,691 | +10.5% | 9.13% | -17.1% |
Q4 2021 | $47,236,000 | +11.4% | 147,201 | +0.7% | 11.02% | +1.4% |
Q3 2021 | $42,396,000 | +2026.2% | 146,111 | +2001.7% | 10.87% | +676.7% |
Q2 2021 | $1,994,000 | +11.6% | 6,952 | 0.0% | 1.40% | +8.6% |
Q1 2021 | $1,787,000 | -0.8% | 6,952 | -2.2% | 1.29% | -9.6% |
Q4 2020 | $1,802,000 | +11.3% | 7,112 | 0.0% | 1.42% | +4.6% |
Q3 2020 | $1,619,000 | +12.7% | 7,112 | 0.0% | 1.36% | -0.3% |
Q2 2020 | $1,437,000 | +29.0% | 7,112 | 0.0% | 1.37% | +11.2% |
Q1 2020 | $1,114,000 | -14.0% | 7,112 | 0.0% | 1.23% | +7.8% |
Q4 2019 | $1,296,000 | +3.8% | 7,112 | -5.3% | 1.14% | -3.4% |
Q3 2019 | $1,249,000 | +0.4% | 7,512 | -1.3% | 1.18% | +3.0% |
Q2 2019 | $1,244,000 | -12.9% | 7,612 | -16.7% | 1.14% | +37.5% |
Q1 2019 | $1,429,000 | +16.5% | 9,134 | 0.0% | 0.83% | +22.0% |
Q4 2018 | $1,227,000 | +33.4% | 9,134 | +59.9% | 0.68% | +64.6% |
Q3 2018 | $920,000 | +1.9% | 5,712 | -5.3% | 0.42% | +0.5% |
Q2 2018 | $903,000 | +5.6% | 6,029 | 0.0% | 0.41% | +30.7% |
Q1 2018 | $855,000 | -3.7% | 6,029 | -4.5% | 0.32% | -13.9% |
Q4 2017 | $888,000 | +6.0% | 6,315 | 0.0% | 0.37% | -20.4% |
Q3 2017 | $838,000 | -59.4% | 6,315 | -61.2% | 0.46% | -51.7% |
Q2 2017 | $2,066,000 | +13.5% | 16,266 | +8.7% | 0.96% | +15.3% |
Q1 2017 | $1,821,000 | +40.8% | 14,965 | +29.1% | 0.83% | +26.0% |
Q4 2016 | $1,293,000 | +9.6% | 11,595 | +10.3% | 0.66% | +26.8% |
Q3 2016 | $1,180,000 | +38.5% | 10,512 | +32.2% | 0.52% | +59.4% |
Q2 2016 | $852,000 | +69.7% | 7,951 | +68.6% | 0.32% | +41.3% |
Q1 2016 | $502,000 | – | 4,716 | – | 0.23% | – |
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% |