VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $921,769 | -7.5% | 3,385 | -3.8% | 0.04% | -5.4% |
Q2 2023 | $996,019 | +19.4% | 3,520 | +5.2% | 0.04% | +15.6% |
Q1 2023 | $834,377 | +1.9% | 3,345 | -12.9% | 0.03% | -3.0% |
Q4 2022 | $818,556 | -0.4% | 3,841 | 0.0% | 0.03% | -13.2% |
Q3 2022 | $822,000 | -4.8% | 3,841 | -0.7% | 0.04% | 0.0% |
Q2 2022 | $863,000 | -13.4% | 3,870 | +11.7% | 0.04% | +2.7% |
Q1 2022 | $997,000 | -10.3% | 3,466 | 0.0% | 0.04% | -7.5% |
Q4 2021 | $1,112,000 | +10.5% | 3,466 | 0.0% | 0.04% | -4.8% |
Q3 2021 | $1,006,000 | -20.0% | 3,466 | -20.9% | 0.04% | -17.6% |
Q2 2021 | $1,257,000 | +23.7% | 4,383 | +10.9% | 0.05% | +10.9% |
Q1 2021 | $1,016,000 | -10.1% | 3,952 | -11.4% | 0.05% | -16.4% |
Q4 2020 | $1,130,000 | +11.3% | 4,460 | 0.0% | 0.06% | -3.5% |
Q3 2020 | $1,015,000 | +2.6% | 4,460 | -8.8% | 0.06% | -1.7% |
Q2 2020 | $989,000 | +29.1% | 4,891 | +0.0% | 0.06% | +9.4% |
Q1 2020 | $766,000 | -5.7% | 4,890 | +9.6% | 0.05% | +15.2% |
Q4 2019 | $812,000 | +20.5% | 4,460 | +10.0% | 0.05% | +12.2% |
Q3 2019 | $674,000 | -23.0% | 4,056 | -24.3% | 0.04% | -35.9% |
Q2 2019 | $875,000 | – | 5,356 | – | 0.06% | – |
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% |