VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $989 | -99.9% | 4,640 | -2.2% | 0.10% | -9.3% |
Q3 2022 | $1,015,000 | -48.0% | 4,744 | -45.8% | 0.11% | -45.7% |
Q2 2022 | $1,951,000 | -21.0% | 8,751 | +1.9% | 0.20% | -2.5% |
Q1 2022 | $2,471,000 | +14.7% | 8,588 | +27.9% | 0.20% | +22.9% |
Q4 2021 | $2,154,000 | +131.6% | 6,714 | +109.4% | 0.17% | -2.9% |
Q3 2021 | $930,000 | +39.6% | 3,206 | +38.1% | 0.17% | +98.8% |
Q2 2021 | $666,000 | -4.9% | 2,321 | -14.7% | 0.09% | -18.9% |
Q1 2021 | $700,000 | -84.0% | 2,722 | -84.2% | 0.11% | -83.5% |
Q4 2020 | $4,367,000 | +25.5% | 17,239 | +12.8% | 0.64% | +11.7% |
Q3 2020 | $3,479,000 | +41.8% | 15,284 | +25.9% | 0.58% | +28.1% |
Q2 2020 | $2,453,000 | +53.1% | 12,140 | +18.7% | 0.45% | +22.0% |
Q1 2020 | $1,602,000 | +6.8% | 10,226 | +24.1% | 0.37% | +46.6% |
Q4 2019 | $1,500,000 | +23.5% | 8,237 | +12.7% | 0.25% | +20.7% |
Q3 2019 | $1,215,000 | +27.2% | 7,309 | +25.1% | 0.21% | -0.5% |
Q2 2019 | $955,000 | 0.0% | 5,843 | -4.3% | 0.21% | -11.1% |
Q1 2019 | $955,000 | +50.9% | 6,107 | +29.6% | 0.24% | +26.3% |
Q4 2018 | $633,000 | -40.1% | 4,714 | -28.2% | 0.19% | -28.2% |
Q3 2018 | $1,057,000 | +26.3% | 6,564 | +17.5% | 0.26% | +16.1% |
Q2 2018 | $837,000 | +187.6% | 5,588 | +172.1% | 0.22% | +147.8% |
Q1 2018 | $291,000 | – | 2,054 | – | 0.09% | – |
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% |