VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $263,637,696 | -2.2% | 968,153 | +1.6% | 9.82% | -3.6% |
Q2 2023 | $269,662,339 | +18.6% | 953,005 | +4.6% | 10.19% | +7.0% |
Q1 2023 | $227,294,086 | +27.7% | 911,217 | +9.1% | 9.52% | +11.8% |
Q4 2022 | $177,982,285 | +2.8% | 835,166 | +3.2% | 8.51% | -7.1% |
Q3 2022 | $173,060,000 | +3.3% | 808,880 | +7.6% | 9.16% | +4.0% |
Q2 2022 | $167,569,000 | -15.2% | 751,802 | +9.5% | 8.81% | -3.5% |
Q1 2022 | $197,509,000 | -6.4% | 686,747 | +4.4% | 9.13% | -3.9% |
Q4 2021 | $211,082,000 | +13.7% | 657,781 | +2.8% | 9.50% | +0.5% |
Q3 2021 | $185,581,000 | +7.2% | 639,561 | +6.0% | 9.45% | +3.0% |
Q2 2021 | $173,045,000 | +24.0% | 603,343 | +11.2% | 9.17% | +13.3% |
Q1 2021 | $139,514,000 | +11.9% | 542,772 | +10.3% | 8.10% | +3.8% |
Q4 2020 | $124,681,000 | +28.5% | 492,147 | +15.5% | 7.80% | +7.4% |
Q3 2020 | $97,002,000 | +43.6% | 426,177 | +27.5% | 7.26% | +24.6% |
Q2 2020 | $67,543,000 | +114.9% | 334,221 | +66.6% | 5.83% | +68.0% |
Q1 2020 | $31,426,000 | -13.3% | 200,563 | +0.8% | 3.47% | -0.5% |
Q4 2019 | $36,241,000 | +8.0% | 198,942 | -1.4% | 3.48% | -2.8% |
Q3 2019 | $33,545,000 | -0.2% | 201,735 | -1.9% | 3.58% | -4.8% |
Q2 2019 | $33,601,000 | +2.7% | 205,647 | -1.7% | 3.77% | -0.8% |
Q1 2019 | $32,717,000 | +14.9% | 209,162 | -1.3% | 3.80% | +2.3% |
Q4 2018 | $28,478,000 | -19.0% | 211,998 | -2.9% | 3.71% | -19.8% |
Q3 2018 | $35,177,000 | +7.7% | 218,436 | +0.2% | 4.63% | -3.9% |
Q2 2018 | $32,662,000 | +4.7% | 218,021 | -0.8% | 4.82% | -4.2% |
Q1 2018 | $31,198,000 | -2.5% | 219,888 | -3.3% | 5.03% | -8.1% |
Q4 2017 | $31,984,000 | +1.7% | 227,399 | -4.0% | 5.48% | -5.1% |
Q3 2017 | $31,454,000 | +2.9% | 236,941 | -1.5% | 5.77% | -0.6% |
Q2 2017 | $30,563,000 | +0.5% | 240,580 | -3.8% | 5.80% | -1.9% |
Q1 2017 | $30,414,000 | +4.5% | 249,993 | -4.2% | 5.91% | +2.1% |
Q4 2016 | $29,100,000 | -1.3% | 261,037 | -0.6% | 5.79% | -18.8% |
Q3 2016 | $29,495,000 | +1.7% | 262,664 | -2.9% | 7.13% | -7.5% |
Q2 2016 | $29,010,000 | -0.1% | 270,615 | -0.8% | 7.71% | -1.5% |
Q1 2016 | $29,047,000 | -5.2% | 272,867 | -5.3% | 7.82% | -9.4% |
Q4 2015 | $30,654,000 | -2.2% | 288,125 | -7.8% | 8.63% | -9.1% |
Q3 2015 | $31,347,000 | -14.1% | 312,560 | -10.4% | 9.49% | -24.0% |
Q2 2015 | $36,488,000 | – | 348,796 | – | 12.48% | – |
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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% |