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 | $2,544,675 | -2.9% | 9,345 | +0.9% | 0.20% | -0.5% |
| Q2 2023 | $2,619,924 | +19.2% | 9,259 | +5.1% | 0.20% | +15.2% |
| Q1 2023 | $2,197,106 | +16.3% | 8,808 | -0.6% | 0.17% | +7.5% |
| Q4 2022 | $1,888,615 | -0.4% | 8,862 | +0.0% | 0.16% | -11.7% |
| Q3 2022 | $1,896,000 | -4.0% | 8,861 | +0.0% | 0.18% | -2.7% |
| Q2 2022 | $1,975,000 | -23.2% | 8,860 | -0.9% | 0.18% | -14.7% |
| Q1 2022 | $2,570,000 | -10.4% | 8,936 | +0.0% | 0.22% | -14.9% |
| Q4 2021 | $2,867,000 | +10.6% | 8,935 | +0.0% | 0.26% | +1.2% |
| Q3 2021 | $2,593,000 | +1.2% | 8,934 | 0.0% | 0.25% | -0.8% |
| Q2 2021 | $2,562,000 | -28.4% | 8,934 | -35.8% | 0.25% | -41.1% |
| Q1 2021 | $3,576,000 | +1955.2% | 13,912 | +1922.1% | 0.43% | +1624.0% |
| Q4 2020 | $174,000 | +38.1% | 688 | +24.2% | 0.02% | +8.7% |
| Q3 2020 | $126,000 | +13.5% | 554 | +0.5% | 0.02% | -4.2% |
| Q2 2020 | $111,000 | +16.8% | 551 | -8.9% | 0.02% | -7.7% |
| Q1 2020 | $95,000 | -32.1% | 605 | -21.5% | 0.03% | -33.3% |
| Q4 2019 | $140,000 | +53.8% | 771 | +40.2% | 0.04% | +21.9% |
| Q3 2019 | $91,000 | +1.1% | 550 | 0.0% | 0.03% | -11.1% |
| Q2 2019 | $90,000 | +4.7% | 550 | 0.0% | 0.04% | -12.2% |
| Q1 2019 | $86,000 | +16.2% | 550 | -0.4% | 0.04% | +7.9% |
| Q4 2018 | $74,000 | – | 552 | – | 0.04% | – |
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% |