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 | $2,796,986 | -3.8% | 10,271 | 0.0% | 0.53% | -1.5% |
Q2 2023 | $2,906,376 | +13.4% | 10,271 | 0.0% | 0.54% | +3.9% |
Q1 2023 | $2,562,081 | -64.6% | 10,271 | -69.8% | 0.52% | -66.6% |
Q4 2022 | $7,244,105 | +178.4% | 33,992 | +231.0% | 1.54% | +108.1% |
Q3 2022 | $2,602,000 | -75.9% | 10,271 | -78.8% | 0.74% | -68.3% |
Q2 2022 | $10,790,000 | -18.4% | 48,406 | +5.2% | 2.33% | -17.7% |
Q1 2022 | $13,229,000 | +301.4% | 45,996 | +347.8% | 2.83% | +307.0% |
Q4 2021 | $3,296,000 | +10.6% | 10,271 | 0.0% | 0.70% | -11.5% |
Q3 2021 | $2,980,000 | +1.2% | 10,271 | 0.0% | 0.79% | +7.7% |
Q2 2021 | $2,946,000 | +11.6% | 10,271 | 0.0% | 0.73% | +12.1% |
Q1 2021 | $2,640,000 | +1.5% | 10,271 | 0.0% | 0.65% | -13.3% |
Q4 2020 | $2,602,000 | +135.3% | 10,271 | +111.4% | 0.75% | +112.1% |
Q3 2020 | $1,106,000 | +12.6% | 4,859 | 0.0% | 0.35% | +20.4% |
Q2 2020 | $982,000 | – | 4,859 | – | 0.29% | – |
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% |