VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $437,775,902 | +12.3% | 1,606,971 | +16.7% | 0.65% | -7.6% |
Q2 2023 | $389,824,665 | +5.8% | 1,377,220 | -6.7% | 0.70% | +1.0% |
Q1 2023 | $368,298,400 | +20.5% | 1,476,001 | +3.0% | 0.69% | +12.0% |
Q4 2022 | $305,682,231 | +19.0% | 1,433,537 | +19.4% | 0.62% | +5.5% |
Q3 2022 | $256,978,000 | -2.1% | 1,200,235 | +2.0% | 0.59% | +1.4% |
Q2 2022 | $262,543,000 | -20.4% | 1,176,788 | +0.2% | 0.58% | -9.5% |
Q1 2022 | $329,765,000 | -15.0% | 1,174,340 | -2.7% | 0.64% | -12.8% |
Q4 2021 | $387,766,000 | +12.4% | 1,207,171 | +1.6% | 0.73% | +2.1% |
Q3 2021 | $345,092,000 | +1.6% | 1,187,792 | +0.4% | 0.72% | -2.2% |
Q2 2021 | $339,706,000 | +13.5% | 1,183,408 | +1.7% | 0.74% | +2.1% |
Q1 2021 | $299,404,000 | -1.2% | 1,163,533 | -2.7% | 0.72% | -11.0% |
Q4 2020 | $303,053,000 | +19.5% | 1,196,185 | +7.1% | 0.81% | +6.6% |
Q3 2020 | $253,684,000 | +8.1% | 1,117,006 | -3.8% | 0.76% | -3.7% |
Q2 2020 | $234,780,000 | +20.7% | 1,160,655 | -30.6% | 0.79% | -1.0% |
Q1 2020 | $194,454,000 | – | 1,672,694 | – | 0.80% | – |
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% |